Keep client contact intake moving
Give new client records a regular review and make their contact details available for AccuLynx work.
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
Client records that arrive between project tasks are easy to leave behind until someone remembers to transfer them.
- Make contact intake part of a regular routine.
- Reduce manual duplication of client details.
- Identify incomplete records for follow-up.
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 client records need AccuLynx contacts and what to do when information is incomplete.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real client record.
Questions about this workflow
Will this avoid duplicate contacts?
Only if the available records let Notis identify existing contacts. If not, instruct it to report possible duplicates for a person to check.
Can this transfer communication preferences?
Use preferences only when they are present in the Agiled information and relevant to 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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