Create AccuLynx Contacts from Agenty Research
Bring useful contact research into AccuLynx with less copying and fewer lost details.
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
Contact research spread across browser results and project tools creates extra entry work.
- Create contacts from received research.
- Preserve available company and address details.
- Avoid retyping research into AccuLynx.
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 create an AccuLynx contact from Agenty research and leave unavailable details unset or flagged in the report.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real research result and verify the created contact.
Questions about this workflow
Will this fill every contact field?
Only when the received Agenty result or your instruction supplies the information.
Can I use this for company contact research?
Yes, when Agenty returns the relevant company and contact information and the AccuLynx contact action supports 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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