Move roofing inquiries from ActiveMerge into AccuLynx
Capture the details from an ActiveMerge inquiry workflow and give each potential roofing customer a clear place in AccuLynx.
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
Re-entering customer details from documents takes time and makes it easy for a promising roofing inquiry to get missed.
- Create a lead from inquiry details delivered to a Notis webhook.
- Reduce manual re-entry between document and project workflows.
- Keep incoming roofing interest visible in AccuLynx.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and AccuLynx once in the Notis portal.
- 2Create an automation and describe how inquiry details should become an AccuLynx lead.
- 3Choose the webhook trigger and the channel for run reports.
- 4Send one real inquiry example to the webhook and review the result.
Questions about this workflow
Does ActiveMerge provide a trigger event for this workflow?
No. Start it with a Notis webhook, and have the relevant external workflow send the inquiry details to that endpoint.
What should the inquiry include?
Provide the customer and roofing inquiry details needed to create a lead. Notis can only use information included in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Acculynx. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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