Prepare Contacts Alongside Project Work
Add contact preparation to a regular project review, so the people behind the work are easier to reach.
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
Project setup can move forward while contact details stay behind in an unrelated CRM task list.
- Add contact preparation to a regular review.
- Reduce searching across systems during project work.
- Keep the handoff centered on contact readiness.
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 project contact details and create AccuLynx contacts when the information is ready.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real project contact and review the result.
Questions about this workflow
Can this look up contacts directly in Agile CRM?
No Agile CRM trigger or read event is listed in the provided context. Make the relevant contact details available to the scheduled run.
What does ready mean here?
Specify the details your team needs in the automation instruction, such as the contact information required for an AccuLynx record.
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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