Create cleaner AccuLynx leads from verified roofing inquiries
Send new roofing inquiries through one review step, then let Notis create an AccuLynx lead from the details that check out.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a lead
Creates a lead for a residential roofing project.
Why this helps
Manually checking every inquiry before entering it into AccuLynx slows follow-up and makes it easy to miss a promising lead.
- Check email and phone details before lead creation.
- Reduce duplicate typing between intake and AccuLynx.
- Keep questionable inquiries from being treated as ready leads.
Setup
Build it in a few focused steps.
- 1Connect Abstract and AccuLynx once in the Notis portal.
- 2Create an automation from Automations, New Automation, and give it a name.
- 3Tell Notis to validate the inquiry details with Abstract and create an AccuLynx lead only when the details are usable.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real inquiry sent as an HTTP request.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it with an inquiry payload.
Does Abstract decide whether a roofing inquiry is a good fit?
Abstract can validate details such as email or phone information. Define any business qualification rules in your instruction and provide the criteria Notis should use.
What happens when contact details cannot be verified?
Instruct Notis to leave the lead uncreated and explain the issue in the run report.
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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