Keep Company Contacts Within Reach
A scheduled handoff helps the project team find the people behind company and construction work in AccuLynx.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a contact
Creates a contact for a customer, lead, vendor, or other project contact.
Why this helps
Important company contacts can remain trapped in a sales workflow after a project moves into operations.
- Provide a recurring contact handoff checkpoint.
- Keep supplied company affiliation details with the contact.
- Reduce searching across separate systems.
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 review available company contacts and create AccuLynx contacts for those needed by active work.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real company contact and review the result.
Questions about this workflow
Does AccuLynx have a company contact search trigger?
No. This uses a Notis schedule and relies on contact information made available to the run.
Can the action include company affiliation?
The create-contact action supports company affiliation and other contact details when those values are supplied.
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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