Keep researched company representatives in AccuLynx
Research a company representative in Airtop, then let Notis save the available contact details in AccuLynx.
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
The person you need to reach can be buried in a page you already closed.
- Save representative details while researching
- Make contact information easier to find later
- Reduce browser-to-CRM retyping
Setup
Build it in a few focused steps.
- 1Connect Airtop and AccuLynx once in the Notis portal.
- 2Create an automation and describe the contact-saving outcome.
- 3Ask Notis to create an AccuLynx contact from representative details returned by Airtop.
- 4Choose the Notis webhook trigger and the channel for run reports.
- 5Test with one real company representative and inspect the contact in AccuLynx.
Questions about this workflow
Does this associate the representative with a job?
No. This action creates a contact. Associating a representative with a job uses a separate action and requires the job and representative identifiers.
What if some contact details are missing?
Notis can only use what Airtop returns. Do not ask it to infer missing personal or company details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Acculynx. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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