Use AccuLynx Contact Types to Guide Contact Intake
Check the contact categories your company actually has before adding campaign-related customer information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List of contact types related to the company
Lists the available contact types.
Why this helps
Choosing a contact category from memory can lead to inconsistent records or a pause while someone searches for the available options.
- Retrieve the contact types configured for the company.
- Give intake decisions an accurate reference.
- Reduce category guesswork during contact creation.
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 type lookup.
- 3Ask Notis to retrieve AccuLynx contact types and report the available options for the intake request.
- 4Select a webhook trigger and a report destination.
- 5Test with one real intake request and verify the returned options.
Questions about this workflow
Does this create a contact?
No. It retrieves available contact types. Contact creation is a separate AccuLynx action.
Can Notis select a type automatically?
The workflow can report the available choices. Any selection rule should be stated explicitly and grounded in supplied contact details.
Are these types universal across companies?
No. This action retrieves the types available for the authenticated company, so use the returned list rather than assuming categories.
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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