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Notis

Keep AimTell Subscriber Contact Details in AccuLynx

When someone shares contact information in a campaign flow, make it available in AccuLynx without another manual handoff.

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 details gathered through a web campaign can sit apart from the project management system your team relies on.

  • Keep provided contact information available in AccuLynx.
  • Reduce repetitive copying from campaign-related intake.
  • Give the team a consistent place to find contact details.

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 give it a clear name.
  • 3In one instruction, ask Notis to create an AccuLynx contact from the contact details in the webhook request.
  • 4Select the webhook trigger and choose a report channel.
  • 5Test with one real contact submission and check the result in AccuLynx.

Questions about this workflow

Will Notis create a contact from every AimTell subscriber?

Only when a webhook request starts the automation and supplies contact details. AimTell has no native trigger events listed here.

Can the contact include company or address information?

The AccuLynx contact action supports detailed contact information. Include the relevant details in the webhook request; missing details cannot be inferred.

Can this workflow also make a job?

No, this workflow creates a contact. Use a separate workflow with the AccuLynx create-job action when job details are available.

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.

TriggerScheduled

Add job appointment

Schedules the first appointment for a job.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create a contact

Creates a contact for a customer, lead, vendor, or other project contact.

ActionInstant

Create a job

Creates a new construction or roofing job.

ActionInstant

Create a lead

Creates a lead for a residential roofing project.

ActionInstant

Job appointment summary

Lists appointments scheduled for a specific job.

ActionInstant

List of calendars for the location

Lists calendars available to your account or organization.

ActionInstant

List of contact types related to the company

Lists the available contact types.

ActionInstant

Update company representative

Assigns a company representative to a job.

ActionInstant

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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