Use AccuLynx Contact Types to Guide Intake Review
Review new intake research with the contact categories your AccuLynx company provides.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List of contact types related to the company
Lists the available contact types.
Why this helps
Inconsistent contact categorization creates cleanup when intake information is reviewed later.
- Retrieve the company's available contact types.
- Pair the reference with an incoming research result.
- Support more consistent manual or automated review.
Setup
Build it in a few focused steps.
- 1Connect Agenty and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3Ask Notis in one instruction to summarize the received intake research and retrieve the AccuLynx contact types related to your company.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real intake result and check the categories in the report.
Questions about this workflow
Does this create or categorize a contact?
No. The selected AccuLynx action retrieves the available contact types.
Are contact types the same for every company?
This action returns the types available in the connected company's AccuLynx system.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Acculynx. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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