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Notis

Turn Accredible-related inquiries into Acculynx roofing leads

Capture a roofing inquiry while its context is still in front of you. Notis can use the details sent to its webhook to create an Acculynx lead.

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

A potential roofing customer mentions a credential or certificate, but the inquiry still has to be copied into the project system by hand.

  • Reduce manual re-entry of contact details.
  • Keep certificate or credential context with the lead when it is included in the request.
  • Give the team one place to follow up on new residential roofing interest.

Setup

Build it in a few focused steps.

  • 1Connect Accredible certificates and Acculynx once in the Notis portal.
  • 2Create an automation and describe that an Accredible-related roofing inquiry should become an Acculynx lead.
  • 3Pick the Notis webhook trigger and send the inquiry details to its HTTP endpoint.
  • 4Choose where run reports should go, then test with one real inquiry that includes the available contact and roofing details.

Questions about this workflow

Does Accredible certificates provide a trigger event for this workflow?

No Accredible trigger event is listed here. The workflow starts when an external tool or backend sends an HTTP request to the Notis webhook.

What information should the webhook request include?

Include the inquiry's available contact details and enough context to identify it as residential roofing interest. Notis cannot infer missing contact or project details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Accredible certificates to Acculynx. A trigger fires from one place; an action lands in another.

Accredible certificates 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.

Accredible certificates and Acculynx, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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