Keep company contact research organized each week
Set a weekly research run and let Notis save newly found company contacts in 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
A growing list of companies is difficult to research consistently while keeping their contacts organized.
- Make company research more consistent
- Capture new people as contacts
- Keep contact details in the system used for project work
Setup
Build it in a few focused steps.
- 1Connect Airtop and AccuLynx once in the Notis portal.
- 2Create an automation and describe the weekly contact research outcome.
- 3Ask Notis to run Airtop company research weekly and create contacts for new relevant people.
- 4Choose a weekly Notis cron trigger and a run report destination.
- 5Test with one company and verify the contact details in AccuLynx.
Questions about this workflow
Can the workflow decide which people matter?
Yes, based on criteria you state and information Airtop returns. Do not rely on details unavailable from the source.
Does weekly mean one fixed weekday?
Choose the cadence and time when configuring the Notis cron trigger.
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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