Catch missing referral details before creating an AccuLynx lead
Avoid starting a roofing lead record with gaps that will slow the first follow-up.
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
Incomplete inquiries can create extra back-and-forth and make it harder to start a useful conversation.
- Check inquiries against your stated minimum details.
- Route complete requests into lead creation.
- Make incomplete requests easy to follow up on.
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 details are required for intake, to create leads when present, and to report gaps otherwise.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with a complete request and one with a missing detail.
Questions about this workflow
Which details should be required?
Choose the minimum information your team needs and state it in the automation prompt.
Will Notis fill in missing contact information?
No. It should flag missing details so the team can obtain them.
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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