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Notis

Send commission-qualified Adtraction referrals to AccuLynx

Use the commission status available in a referral request to decide which prospective roofing customers enter 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

Teams may need to distinguish promising affiliate referrals from records that are not ready for customer follow-up.

  • Apply a stated qualification rule during intake.
  • Create leads only when the supplied status supports it.
  • Report referrals that need a status check.

Setup

Build it in a few focused steps.

  • 1Connect Adtraction and AccuLynx once in the Notis portal.
  • 2Create an automation from any channel or in Automations, New Automation.
  • 3Tell Notis which supplied commission eligibility status qualifies a referral and to create an AccuLynx roofing lead for those referrals.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with a real eligible referral and a real ineligible example.

Questions about this workflow

Does Notis know the commission status automatically?

Only if that status is included in the referral data supplied to the webhook.

Can commission amounts be used as a threshold?

Yes, if the amount is supplied and you state the threshold in the prompt. Do not rely on an absent amount or historical baseline.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adtraction to Acculynx. A trigger fires from one place; an action lands in another.

Adtraction 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.

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

When this happens · Trigger

Do this · Action

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