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Notis

Keep the AccuLynx contact type list easy to find

Have Notis retrieve the available AccuLynx contact types on a schedule and make the returned list part of your run report.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List of contact types related to the company

Lists the available contact types.

Why this helps

A category reference can be hard to find when it lives inside a system you are not using every day.

  • Retrieve a current list of contact types
  • Put the lookup in a recurring routine
  • Make category reference easier to access

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx once in the Notis portal.
  • 2Create an automation describing the recurring contact type lookup.
  • 3Ask Notis to retrieve the AccuLynx contact types and include them in its run report.
  • 4Choose a Notis cron schedule and the report destination.
  • 5Test once and confirm the report contains the returned contact types.

Questions about this workflow

Does this modify contact types?

No. The available action retrieves the list of contact types.

Will it alert me when the list changes?

The action retrieves a list. Comparing it with prior history requires that history to be supplied or retained in a way the workflow can access.

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.

TriggerScheduled

Add job appointment

Schedules the first appointment for a job.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create a contact

Creates a contact for a customer, lead, vendor, or other project contact.

ActionInstant

Create a job

Creates a new construction or roofing job.

ActionInstant

Create a lead

Creates a lead for a residential roofing project.

ActionInstant

Job appointment summary

Lists appointments scheduled for a specific job.

ActionInstant

List of calendars for the location

Lists calendars available to your account or organization.

ActionInstant

List of contact types related to the company

Lists the available contact types.

ActionInstant

Update company representative

Assigns a company representative to a job.

ActionInstant

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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