Create AccuLynx leads from ActiveTrail campaign inquiries
Capture a roofing inquiry from your ActiveTrail campaign and start the follow-up in AccuLynx without retyping the details.
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
Campaign inquiries can get lost between the inbox and your project system when someone has to copy each one by hand.
- Put new residential roofing inquiries into AccuLynx promptly.
- Keep campaign response details together with the lead.
- Reduce manual copying between email marketing and project management.
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 to turn an incoming roofing inquiry into an AccuLynx lead, using details included in the request.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Send one real example request to test the workflow.
Questions about this workflow
Does ActiveTrail provide the trigger for this workflow?
No. ActiveTrail has no listed trigger event here. Notis starts this workflow when an HTTP request is sent to its webhook, such as by an external tool or custom backend.
What can the workflow use to create the lead?
It can use contact and roofing inquiry details present in the incoming request. Information not supplied there must be added separately.
Does this create a job as well as a lead?
No. This workflow uses the AccuLynx Create a lead action. Creating a job is a separate action and requires its own appropriate details.
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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