Reduce incomplete AccuLynx lead records
Make missing details visible during regular referral review and move complete roofing inquiries into AccuLynx.
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
Incomplete affiliate records can linger unnoticed until someone tries to contact the prospect.
- Give incomplete referrals a clear follow-up path.
- Keep lead creation aligned to your minimum information needs.
- Review supplied inquiries on a dependable cadence.
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 the details required for an AccuLynx roofing lead and to report incomplete supplied inquiries for follow-up.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one complete and one incomplete real inquiry.
Questions about this workflow
Can Notis retrieve records from Adtraction for review?
No retrieval event is listed. Provide the inquiry data to Notis for the scheduled run.
What happens to an incomplete inquiry?
The prompt can direct Notis to report the missing details so someone can follow up.
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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