Catch roofing inquiries in a scheduled review
Set a regular review for roofing prospects so qualified interest can become an AccuLynx lead without relying on memory.
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
When inquiries arrive across a busy week, it is easy to miss one that should have become a lead for the field team.
- Create a predictable review point for roofing interest.
- Turn qualifying prospects into AccuLynx leads using available source details.
- Receive run reports in a channel you already check.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3In one instruction, ask Notis to review available ActiveCampaign prospect information and create AccuLynx leads for roofing inquiries meeting your criteria; specify any needed history or baseline if the apps do not provide it.
- 4Choose a recurring schedule and where run reports go.
- 5Test the instruction against one real prospect and confirm the lead in AccuLynx.
Questions about this workflow
What data can the scheduled review use?
It can use information available through the connected apps. If your criteria depend on a field, history, or baseline that is not available, provide that information in your instruction or source data.
How often does it run?
Choose the recurring schedule that fits your team's review rhythm when you set the trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Acculynx. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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