Carry Campaign Contact Preferences Into AccuLynx
Keep the contact details and preferences someone provided available where your construction team manages customer work.
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 requests and preferences can be separated from the customer record unless someone remembers to transfer them.
- Include communication preferences when they are supplied.
- Reduce manual transfers of contact request details.
- Keep customer context near the project management workflow.
Setup
Build it in a few focused steps.
- 1Connect AimTell and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the contact intake.
- 3Tell Notis to create an AccuLynx contact from details and preferences supplied in the webhook request.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real contact request and confirm the available details in AccuLynx.
Questions about this workflow
Can this workflow infer someone's communication preferences?
No. Notis can use preferences included in the webhook request, but should not infer them from campaign activity.
Will every campaign contact request become a contact?
Only requests that reach the webhook and provide enough information for contact creation should be processed.
Can this create a roofing lead too?
No, it creates a contact. Use a separate lead workflow when the inquiry is specifically ready for roofing lead intake.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Acculynx. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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