Make Contact Handoffs a Regular Task
Build contact intake into a repeatable routine, so useful CRM details make it to the project team.
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
Contact records can remain split across systems when handoff work gets postponed or depends on memory.
- Make contact handoff part of a regular review.
- Reduce manual re-entry during project preparation.
- Keep the workflow centered on usable contact records.
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 what outcome you want.
- 3Ask Notis to review contact information available to the run and create AccuLynx contacts that are ready for handoff.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real contact and review the created record.
Questions about this workflow
Will Notis automatically query Agile CRM on the schedule?
No Agile CRM trigger or read events are provided in this workflow context. The run needs access to contact information through your existing process.
How do I avoid creating an incomplete contact?
Describe which contact details are required in the instruction and make sure those details are available before the run.
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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