Keep Contact Details Ready in AccuLynx
Give the project team a usable contact record when an Agile CRM handoff is ready.
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
Teams can lose time searching for contact details that were already captured in the CRM.
- Reduce repeated contact entry.
- Make handoff details available in AccuLynx.
- Use one clear instruction to handle the contact intake.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to create an AccuLynx contact from the contact details in an Agile CRM handoff.
- 4Choose a webhook trigger and a destination for run reports.
- 5Test with one real contact handoff and review the result.
Questions about this workflow
Can this create contacts for every CRM change automatically?
No Agile CRM trigger events are listed. This workflow runs when a Notis webhook request starts it.
What if the handoff lacks an address or company?
Notis can only use available information. Have your handoff include any details needed for the contact record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Acculynx. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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