Review AccuLynx Contact Types on a Schedule
Keep the current contact categories easy to find when new project information arrives.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List of contact types related to the company
Lists the available contact types.
Why this helps
When categories are out of sight, similar contacts can be described inconsistently across project intake.
- Retrieve the current list of company contact types.
- Make categories easier to reference during intake.
- Avoid relying on a stale or informal list.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3Ask Notis to retrieve the AccuLynx contact types and provide a concise reference in the run report.
- 4Pick the Notis cron trigger and set the schedule, then choose where run reports go.
- 5Run once and check that the returned categories match your AccuLynx setup.
Questions about this workflow
Will this workflow create or change contacts?
No. It retrieves the company's available contact types for reference.
Can it infer which contact type to use for a particular person?
This workflow only retrieves the available categories. Choosing a type for a person requires relevant contact details and an explicit instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Acculynx. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Acculynx.