Prioritize high-value referrals for AccuLynx follow-up
Use the value information you provide to put promising affiliate-referred roofing prospects into the lead workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a lead
Creates a lead for a residential roofing project.
Why this helps
Without a clear intake rule, a valuable prospect may wait alongside routine records for manual sorting.
- Focus lead creation on referrals matching stated criteria.
- Keep qualification consistent across scheduled reviews.
- Surface referrals that lack enough value information.
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 what supplied value criteria make a referral high priority and to create an AccuLynx roofing lead when they are met.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one qualifying and one non-qualifying real referral.
Questions about this workflow
What counts as high value?
Set the threshold or other criteria in your prompt and ensure the supplied referral data includes the necessary information.
Can the workflow calculate expected lifetime value?
Only if you provide the required inputs and a defined method. No historical or predictive baseline is specified by the available events.
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.
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.
Adtraction and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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