Turn a confirmed campaign conversion into an AccuLynx job
Move a confirmed roofing project from campaign follow-up into job setup with the information included in the conversion request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a job
Creates a new construction or roofing job.
Why this helps
After a prospect commits, the details can stall while someone transfers them from campaign follow-up into a new project record.
- Create an AccuLynx job from a confirmed conversion request.
- Carry the project details supplied with the request into job setup.
- Reduce delay between campaign conversion and project administration.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and AccuLynx once in the Notis portal.
- 2Create an automation in Notis, or tell Notis from any channel what outcome you want.
- 3Describe how a confirmed conversion should become an AccuLynx job, including the required project details in the request.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real conversion example before relying on the workflow.
Questions about this workflow
Does this workflow decide whether a campaign contact has converted?
No conversion trigger is listed for ActiveTrail. The webhook request must identify the conversion and provide the information needed to create the job.
What information is required to create a job?
The AccuLynx action supports essential details such as an associated contact, location, job category, work type, priority, and trade types. Ensure the request or instruction supplies what the job needs.
Will this create a lead or contact too?
This workflow runs the AccuLynx Create a job action. Lead or contact creation is not included.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Acculynx. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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