Give recurring roofing inquiry imports a regular home
For teams that collect inquiries in batches, a scheduled run can check the available records and create eligible AccuLynx leads.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a lead
Creates a lead for a residential roofing project.
Why this helps
Batch inquiries can sit untouched when nobody owns the routine of reviewing and entering them.
- Give recurring inquiry review a predictable cadence.
- Validate submitted contact details before lead creation.
- Reduce the number of batch records that depend on someone remembering to process them.
Setup
Build it in a few focused steps.
- 1Connect Abstract and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, identify the inquiry batch available to Notis, ask it to validate details with Abstract, and create leads only for eligible records.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real batch and confirm the schedule can access its records.
Questions about this workflow
Where does the scheduled workflow get the inquiry batch?
The cron trigger starts a run on a schedule; it does not provide records by itself. Specify an existing connected source or process that makes the batch available to Notis.
Can it decide which leads are eligible?
Yes, if you provide explicit qualification criteria in the instruction. Abstract can validate contact details, but it does not supply your business rules.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Acculynx. A trigger fires from one place; an action lands in another.
Abstract 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.
Abstract and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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