Keep Residential Project Contacts with the Work
Give residential project teams a contact record they can reach without going back through CRM activity.
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
Project follow-up slows when the team's contact record is not where the job work happens.
- Put residential contact details in AccuLynx.
- Reduce repeated lookup for project follow-up.
- Keep the handoff tied to roofing work.
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 desired outcome.
- 3Ask Notis to create an AccuLynx contact from the residential project contact details in the webhook request.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real residential contact and review the record.
Questions about this workflow
Does creating the contact also create a lead?
No. This action creates a contact record. The residential roofing lead action is separate.
Can the contact include communication preferences?
The action supports communication preferences when those details are included in the handoff.
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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