Move AccuLynx project inquiries into AgencyZoom
Capture a new roofing prospect once, then let Notis carry the available details into your AgencyZoom pipeline.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead or updates an existing one.
Why this helps
Copying prospect details between systems creates duplicate work and makes it easy for a promising inquiry to go untracked.
- Reduce manual re-entry of prospect and project details.
- Keep new inquiries visible in your AgencyZoom sales process.
- Use one plain-language instruction to handle the handoff.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and AgencyZoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that incoming AccuLynx project inquiries should create or update a matching AgencyZoom lead using available details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real inquiry to the webhook and review the AgencyZoom result.
Questions about this workflow
Does AccuLynx provide a trigger for this workflow?
No AccuLynx trigger event is listed here. The Notis webhook starts the workflow when an HTTP request is sent to it.
Will it create a new lead every time?
The instruction can ask Notis to create or update a matching lead. Whether it can identify a match depends on the information in the request and the records available.
Do I need to configure field mappings?
No. Notis uses a plain-language instruction. Connect both apps once, then describe the outcome.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Agencyzoom. A trigger fires from one place; an action lands in another.
Acculynx triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Completes sign-in by exchanging an authorization code for an access token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates up to five contacts at once.
Batch create leads
Creates up to five leads at once.
Batch delete tasks
Permanently deletes multiple tasks.
Change lead status
Changes a lead’s lifecycle status.
Mark task as completed
Marks an existing task as completed.
Create a customer note
Adds a note to an existing customer’s profile.
Create a driver for an opportunity
Creates a driver record for an existing opportunity.
Connect any two apps with Notis in the middle.
Acculynx and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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