Keep AccuLynx contact types easy to reference
Get a periodic view of the contact categories your company has available in AccuLynx.
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 teams are unsure which contact categories exist, classification decisions can slow down routine work.
- Make available contact categories easier to review.
- Reduce interruptions to find the right classification.
- Receive a fresh result on a chosen cadence.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve the company's available contact types and summarize them for reference.
- 4Choose a Notis schedule and the destination for run reports.
- 5Test the automation and review the returned contact types.
Questions about this workflow
Does this change any contact records?
No. The selected action retrieves the available contact types related to the company.
Can this tell me which type to assign to a specific person?
It can report the available categories. Choosing one for a person requires context about that person and your classification rules.
Can I run it only when types change?
The available triggers for this source are a Notis webhook or schedule. This workflow uses a recurring schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Acculynx. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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