Check AccuLynx contact types during intake
Before contact intake continues, have Notis retrieve the contact categories available in AccuLynx for your organization.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List of contact types related to the company
Lists the available contact types.
Why this helps
Choosing a contact category can interrupt intake when you have to stop and look up the available options.
- Retrieve the available contact types
- Give intake work a current list of categories
- Reduce context switching during contact research
Setup
Build it in a few focused steps.
- 1Connect Airtop and AccuLynx once in the Notis portal.
- 2Create an automation and describe when the contact type lookup is useful.
- 3Ask Notis to retrieve AccuLynx contact types when Airtop returns contact details for intake.
- 4Choose the Notis webhook trigger and a run report destination.
- 5Test with one real intake case and review the returned types.
Questions about this workflow
Does this create a contact?
No. This workflow retrieves the available contact types. Contact creation uses a separate action.
Can Notis choose the right type automatically?
Notis can assess the information provided against criteria you state, but the relevant type and its meaning must be clear from the returned data or your instructions.
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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