Add project contacts to AccuLynx from a webhook
Capture contact details in AccuLynx without stopping to retype them by hand.
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
Contact information arriving through separate forms or systems can be easy to lose or enter inconsistently.
- Keep submitted contact details in the project management system.
- Cut down on repetitive entry after a form submission.
- Use run reports to see whether contact creation completed.
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.
- 3Describe in one instruction when to create an AccuLynx contact and which submitted details to include.
- 4Choose the Notis webhook trigger and a destination for run reports.
- 5Test with one real contact request and review the created record.
Questions about this workflow
When should I use this instead of the lead workflow?
Use Create a contact when you need a contact record. Use Create a lead for a potential residential roofing customer entering the lead process.
Can it include company and address details?
The action supports detailed contact information. Include the available details in the webhook request and tell Notis which to use.
Does Notis choose a contact type automatically?
The listed actions include a way to list available contact types, but this workflow uses Create a contact. State any needed classification in your instruction and provide missing context if required.
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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