Prepare Property Contacts for AccuLynx
Carry a property contact handoff into the system used to organize construction and roofing work.
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
Property and company contacts can be difficult to find when the project team has to switch back to the CRM for basic details.
- Make relevant contacts available in the project platform.
- Keep company and communication details with the handoff when supplied.
- Reduce context switching for project teams.
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 your desired outcome.
- 3Ask Notis to create an AccuLynx contact from property or construction contact details in the webhook request.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real property contact handoff and review the contact.
Questions about this workflow
Does this select a contact type automatically?
The listed action creates a contact, while the available contact types can be retrieved separately. Include any necessary context in the instruction and do not assume an unlisted selection screen.
Can the workflow add a project too?
This workflow creates a contact. Job creation is a separate AccuLynx action and requires job details.
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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