Capture property management referrals in AccuLynx
Keep property management prospects from getting buried among general affiliate inquiries.
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
Referrals from property managers may need a distinct follow-up context to avoid being handled like routine inquiries.
- Recognize supplied property management context during intake.
- Create a roofing lead from relevant referrals.
- Report when referral type or contact details are unclear.
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 how supplied details identify a property management prospect and to create an AccuLynx roofing lead for matching inquiries.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with a real property management referral and check the lead.
Questions about this workflow
Does the contact type list identify property managers?
The listed contact-type action only retrieves types; this workflow uses the lead action. Provide enough referral context to identify the prospect type.
Can Notis create the contact type too?
This workflow creates a lead using the allowed lead action. The supplied context does not specify setting a contact type.
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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