Keep property contact details moving into AccuLynx
When a new contact is captured in AnyDB, have Notis prepare the corresponding AccuLynx contact from the details available there.
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
Contact details spread across intake records and project tools can lead to missed handoffs and repeated typing.
- Reduce retyping contact information across systems.
- Use the details already collected in the AnyDB record.
- Surface missing information before a contact is created.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis in one instruction to create an AccuLynx contact from the incoming record and report any missing required information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact record and confirm the contact in AccuLynx.
Questions about this workflow
Will Notis fill in contact details that are absent?
No. Instruct it to use only the provided information and report missing details rather than inventing them.
Can the workflow include company or address information?
It can use those details when they are present in the AnyDB record and accepted by the AccuLynx contact action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Acculynx. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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