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Notis

Turn company research into AccuLynx contacts

Have Notis revisit your chosen company pages on a schedule and save available contact details in AccuLynx.

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

Company research goes stale when teams lack time to revisit their sources and capture newly published contact details.

  • Recheck specified company pages on a recurring schedule.
  • Create contacts from representative details those pages publish.
  • Reduce repetitive research and contact entry.

Setup

Build it in a few focused steps.

  • 1Connect AgentQL and AccuLynx once in the Notis portal.
  • 2Create an automation in Notis Automations, or tell Notis in plain language from a channel.
  • 3In one instruction, name the company pages to inspect and ask Notis to create AccuLynx contacts from available representative details.
  • 4Choose the recurring schedule trigger and a channel for run reports.
  • 5Test with one real company page and review the contact and run report.

Questions about this workflow

What pages will the automation inspect?

The pages you identify in the automation instruction.

Will it infer unpublished contact details?

No. It uses details available on the pages or details you supply.

What happens when a scheduled run finds a contact?

The AccuLynx Create a contact action creates a contact using the available information.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agentql to Acculynx. A trigger fires from one place; an action lands in another.

Agentql triggers

Acculynx actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add job appointment

Schedules the first appointment for a job.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create a contact

Creates a contact for a customer, lead, vendor, or other project contact.

ActionInstant

Create a job

Creates a new construction or roofing job.

ActionInstant

Create a lead

Creates a lead for a residential roofing project.

ActionInstant

Job appointment summary

Lists appointments scheduled for a specific job.

ActionInstant

List of calendars for the location

Lists calendars available to your account or organization.

ActionInstant

List of contact types related to the company

Lists the available contact types.

ActionInstant

Update company representative

Assigns a company representative to a job.

ActionInstant

Connect any two apps with Notis in the middle.

Agentql and Acculynx, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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