Keep Your Contact Intake Categories Current
A fresh reference helps the team use the contact categories available in AccuLynx without relying on outdated notes.
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
Old category notes create extra uncertainty when the team is adding new customer context.
- Refresh the available contact type list on a cadence.
- Give campaign intake a current classification reference.
- Reduce repeated questions about which categories exist.
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 refresh.
- 3Tell Notis to retrieve AccuLynx contact types and share a concise reference for contact intake.
- 4Choose a recurring schedule and report destination.
- 5Test the first run and confirm the list reflects your company's available types.
Questions about this workflow
Does this change contact type settings?
No. It retrieves the available types and reports them; it does not create or modify categories.
How often should the reference run?
Choose a cadence that matches how often your company updates contact classifications or needs the reference.
Can this automatically assign a type to each new contact?
No. This workflow is a reference lookup. A separate contact creation workflow would need supplied details and a clear category rule.
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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