Give Campaign Contact Details a Regular Route to AccuLynx
Replace an irregular catch-up task with a scheduled review of available contact details and a clear report when information needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a contact
Creates a contact for a customer, lead, vendor, or other project contact.
Why this helps
Contact details collected over time can accumulate without a reliable moment to enter them into the construction workflow.
- Make contact intake a predictable recurring task.
- Bring complete contact details into AccuLynx.
- Identify records that need more information before 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 review.
- 3In one instruction, ask Notis to review contact details made available to it, create AccuLynx contacts when complete, and report records that need more information.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real contact record and verify the created contact in AccuLynx.
Questions about this workflow
Does the schedule itself fetch AimTell subscribers?
A schedule starts the automation but does not imply a data fetch. Notis can only review information made available through the connected setup or provided data.
Can it create contacts with communication preferences and addresses?
Yes, when those details are present in the data supplied to Notis and are relevant to the AccuLynx contact creation request.
What happens to partial records?
The instruction can ask Notis to report what is missing so someone can complete the details before creating the contact.
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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