Move researched prospect details into AccuLynx
Keep prospect research moving by asking AgentQL to read a page and Notis to create the contact in AccuLynx.
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
Prospect research often ends with useful contact details stranded in a browser tab instead of the team's CRM.
- Extract contact details that are published on the supplied page.
- Create a contact in AccuLynx for later project or sales work.
- Reduce manual copying between research and CRM.
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, ask Notis to inspect the supplied prospect page with AgentQL and create an AccuLynx contact using only information found there.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real prospect page and review the contact and run report.
Questions about this workflow
Will the workflow fill in information that is missing from the page?
No. It can use only details available from the page or other information you supply.
What does the AccuLynx action do?
It creates a contact with the details available to the automation.
How do I start a run?
Send an HTTP request to the Notis webhook with the prospect page or URL to inspect.
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.
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.
Agentql and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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