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Notis

Create AccuLynx roofing leads from ActiveCampaign interest

Move a roofing prospect into AccuLynx as soon as an ActiveCampaign automation flags their interest.

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

Copying new inquiries between marketing and project tools creates delays and leaves prospects waiting for a response.

  • Capture roofing inquiries in the system your team uses to manage prospects.
  • Reduce manual re-entry between marketing and project management.
  • Start follow-up with the inquiry details supplied by the ActiveCampaign webhook.

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 create an AccuLynx residential lead from each qualifying roofing inquiry and use only details present in the incoming request.
  • 4Choose the webhook trigger and set the ActiveCampaign automation to send its request to the Notis webhook; choose where run reports go.
  • 5Test with one real inquiry and confirm the lead details in AccuLynx.

Questions about this workflow

What starts this workflow?

An HTTP request sent to the Notis webhook, such as a request from an ActiveCampaign automation when a contact expresses roofing interest.

Does Notis invent missing lead details?

No. It uses the details provided in the webhook request and should leave unavailable information unspecified.

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.

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.

Active campaign and Acculynx, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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