Have the Right Contact Ready for a Site Visit
Prepare the contact record early so the project team can keep site visit coordination in one place.
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
Site visit planning gets harder when contact details are still scattered across the CRM and project system.
- Prepare contact details for project coordination.
- Reduce switching back to the CRM for contact information.
- Separate contact creation from appointment scheduling.
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 site visit contact details in the webhook request.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real contact handoff and review the record.
Questions about this workflow
Does this book the site visit too?
No. This workflow creates a contact. The available appointment action requires a job ID and start and end times.
What if I do not have a job ID yet?
This contact workflow does not require an appointment. Create the job separately when the project details are ready.
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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