Keep property management referrals moving
Review the supplied property management inquiries regularly and create leads for the prospects your team should contact.
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
Property management prospects can be overlooked when mixed into a broad, manually reviewed referral queue.
- Set a regular review point for a distinct prospect type.
- Keep lead creation grounded in supplied referral details.
- Call out records missing the context needed for routing.
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 to identify property management prospects in supplied referral data and create AccuLynx roofing leads for matching records.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with a real property management inquiry and verify the lead in AccuLynx.
Questions about this workflow
Does this automation discover property management prospects itself?
It can identify them only from information supplied in the inquiry or stated criteria.
Can it run without Adtraction triggers?
Yes, with a Notis schedule, but the referral data must be provided to Notis for each run.
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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