Turn Supplier Research into AccuLynx Contacts
Keep supplier research moving and put usable contact details where project work happens.
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
Collecting vendor details manually can interrupt the work that depends on them.
- Run supplier research on a schedule.
- Create contacts only from returned information.
- Keep contact capture connected to project operations.
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.
- 3In one instruction, define the supplier research scope and ask Notis to create AccuLynx contacts from returned details.
- 4Choose a Notis schedule and select where run reports should go.
- 5Test with one real supplier research run and review the contact.
Questions about this workflow
Can this find suppliers in a particular area?
Include the geographic scope in your instruction to Agenty. The workflow can only use findings actually returned.
What happens when a result has no contact details?
Notis should report the missing information rather than making it up.
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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