Create AccuLynx Contacts from Agility CMS Project Details
Carry contact details from a project brief into AccuLynx, ready for your team to work with.
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
Copying contact details out of project content takes attention away from customer work and invites transcription errors.
- Reduce manual contact entry.
- Preserve supplied company and communication details.
- Surface incomplete contact information for review.
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 create an AccuLynx contact using the contact details in each webhook request, and report missing fields.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Send one real project contact payload and review the created contact.
Questions about this workflow
Does this workflow extract contacts from Agility CMS automatically?
No Agility CMS trigger event is listed. A webhook request must start the workflow and provide the contact details.
Can Notis choose a contact type?
The available contact types can be retrieved in AccuLynx, but the request or instruction should provide enough context to select appropriately. Missing context should be reported.
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
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