Keep client contact details ready in AccuLynx
Bring a client’s available contact details into AccuLynx so the team can continue work without a second round of data entry.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a contact
Creates a contact for a customer, lead, vendor, or other project contact.
Why this helps
Client details can be scattered across sales records and project tools, making handoffs slower.
- Reduce repetitive contact entry.
- Carry available communication and address details into project operations.
- Give the team a contact record to use in related work.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and AccuLynx once in the Notis portal.
- 2Create an automation in Notis and describe the contact creation outcome.
- 3Tell Notis to create an AccuLynx contact from the client details in each incoming request.
- 4Choose the webhook trigger and set a destination for run reports.
- 5Test with one real client record and check the resulting contact.
Questions about this workflow
Can this create contacts for every type of client?
The workflow uses the contact details provided in the request. Any required details or categorization should be included in the instruction or request when available.
Does this update an existing AccuLynx contact?
The selected action creates a contact. It should not be treated as an update action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Acculynx. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Acculynx actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add job appointment
Schedules the first appointment for a job.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a contact
Creates a contact for a customer, lead, vendor, or other project contact.
Create a job
Creates a new construction or roofing job.
Create a lead
Creates a lead for a residential roofing project.
Job appointment summary
Lists appointments scheduled for a specific job.
List of calendars for the location
Lists calendars available to your account or organization.
List of contact types related to the company
Lists the available contact types.
Update company representative
Assigns a company representative to a job.
Connect any two apps with Notis in the middle.
Agencyzoom and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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