Keep project contacts current with a scheduled review
Use a recurring review to catch client records that need a contact in AccuLynx before project work moves ahead.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a contact
Creates a contact for a customer, lead, vendor, or other project contact.
Why this helps
Project teams may be ready to work while the client contact record is still missing from their system.
- Create a regular check for missing project contacts.
- Reuse client information already available in AgencyZoom.
- Make contact setup easier to notice and report.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and AccuLynx once in the Notis portal.
- 2Create an automation and describe which client records need a project contact.
- 3Tell Notis to review available AgencyZoom client information and create the needed AccuLynx contacts.
- 4Choose a recurring schedule and select a report destination.
- 5Test with one real client record and confirm the contact.
Questions about this workflow
Will this avoid duplicate contacts?
That depends on whether the available information supports identifying existing contacts. State the matching details Notis should use and review the test result.
What if contact details are incomplete?
Notis can only use information available in the source records. Supply missing required information before expecting a complete contact.
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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