Keep construction contact records ready
Use a monthly check to bring client records into AccuLynx before project follow-up gets busy.
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 details can remain stranded in the CRM until someone notices a job team needs them.
- Create a regular checkpoint for contact readiness.
- Reduce ad hoc requests to move client details.
- Identify missing or uncertain contact information.
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 which Agiled clients are ready for AccuLynx contacts and how to report incomplete details.
- 4Choose a monthly schedule and where run reports should go.
- 5Test with one real client.
Questions about this workflow
Does this monthly schedule guarantee no duplicate contacts?
No. Duplicate checking depends on information available in the records. Ask Notis to flag possible matches when it cannot verify uniqueness.
Can I use it for every client record?
You can state that in the prompt, but limit the workflow to records with information appropriate for the AccuLynx contact action.
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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