Keep an AccuLynx Contact Type Reference Handy
Get a recurring reference to the contact categories available in your connected company account.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List of contact types related to the company
Lists the available contact types.
Why this helps
Teams lose time when they have to rediscover which contact categories are available during intake.
- Retrieve current available contact types during each run.
- Pair categories with relevant research context.
- Make intake preparation easier to revisit.
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 research your specified intake sources with Agenty and retrieve the contact types available in AccuLynx.
- 4Choose a Notis schedule and select where run reports should go.
- 5Test with one run and inspect the returned contact type list.
Questions about this workflow
Does this update contact types?
No. The action lists the contact types related to the company.
Can the research categorize contacts automatically?
The workflow can present research alongside available categories, but it should not claim a category unless the instruction and returned information support it.
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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