Keep Agiled client details ready in AccuLynx
Carry client information into the construction workflow without another round of manual data entry.
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
Client details live in one system while project work happens in another, leaving teams to repeat data entry.
- Avoid retyping available client details.
- Make the client record available to AccuLynx workflows.
- Catch incomplete contact information before handoff.
Setup
Build it in a few focused steps.
- 1Connect Agiled and AccuLynx once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe the outcome: create an AccuLynx contact for the Agiled client and report any missing details.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real client record.
Questions about this workflow
Is this contact workflow triggered by an Agiled event?
No. No Agiled trigger events were provided. Start it with a Notis webhook.
Does the workflow choose a contact type automatically?
The available action creates a contact, and AccuLynx lists contact types separately. Supply any needed choice in your instruction or review the result; the workflow does not assume an unlisted setup screen.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Acculynx. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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