Keep property management contacts with the project work
Bring the right client details into AccuLynx so property work can start with a usable contact record.
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
Company relationships and communication details are easy to lose when a client handoff requires re-entry.
- Carry company affiliation into project operations when provided.
- Keep available communication and address information together.
- Reduce repeated client data entry.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and AccuLynx once in the Notis portal.
- 2Create an automation for property management contact handoffs.
- 3Tell Notis to create an AccuLynx contact from the supplied client, company, communication, and address details.
- 4Choose the Notis webhook trigger and select a report destination.
- 5Test using one real property management contact and review the record.
Questions about this workflow
Can this classify the contact as property management?
Use the contact information available and state the classification in your instruction if the request includes a reliable signal. The action creates a contact; the listed event does not define a specific type-setting parameter.
What if the company details are missing?
Only details included in the request or otherwise available can be used. Supply missing information when it is needed.
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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