Add parsed vendor and partner contacts to AccuLynx
Move contact details from parsed documents into AccuLynx, ready to use in project 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
Vendor and partner details get stranded in parsed documents instead of being available to the team in AccuLynx.
- Reduce retyping contact records.
- Keep contact details alongside project work.
- Avoid guessing at missing contact preferences or addresses.
Setup
Build it in a few focused steps.
- 1Connect Airparser and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to create an AccuLynx contact from each Airparser parsed vendor or partner record.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Send one real parsed contact record to test the workflow.
Questions about this workflow
Can this create contacts for any document type?
Use it for document types that Airparser parses into contact details and that you intend to add to AccuLynx.
Will Notis fill in missing phone numbers or addresses?
No. Notis should use the information present in the parsed record; supply any missing details needed for contact creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Acculynx. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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