Save contacts from recurring web research
Have Notis revisit your chosen sources on a schedule and save newly found relevant contacts to AccuLynx.
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
Research sources change, but contact details can go stale when nobody remembers to revisit them.
- Revisit sources on a regular schedule
- Save newly discovered contacts
- Keep recurring research connected to AccuLynx
Setup
Build it in a few focused steps.
- 1Connect Airtop and AccuLynx once in the Notis portal.
- 2Create an automation and describe which contacts to save from recurring research.
- 3Ask Notis to run Airtop research on schedule and create contacts for new qualifying results.
- 4Choose a Notis cron trigger and the report destination.
- 5Test with a real research run and inspect one saved contact.
Questions about this workflow
Can this update existing contacts?
The selected action creates a contact. It does not update an existing contact.
What should happen when research returns nothing new?
Tell Notis how to report an empty result, and do not request contact creation when there is no qualifying contact.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Acculynx.