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Notis

Capture Adtraction roofing inquiries in AccuLynx

Move a new affiliate-referred roofing inquiry into AccuLynx so it is ready for follow-up without re-entering the details.

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

Affiliate inquiries can sit in one system while the team waits for someone to copy them into the roofing pipeline.

  • Reduce manual copying between affiliate and project systems.
  • Keep referral context available when the lead is reviewed.
  • Start follow-up from the team's AccuLynx workflow.

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 create an AccuLynx residential roofing lead from each Adtraction inquiry and retain its referral details.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real inquiry and confirm the lead details in AccuLynx.

Questions about this workflow

How does the workflow start?

A Notis webhook starts the automation when an HTTP request arrives with the Adtraction inquiry details.

Does Notis need a field mapping screen?

No. Describe the desired lead outcome in plain language when creating the automation.

What if the inquiry lacks a required detail?

Notis can report the missing information rather than inventing it. Supply any additional required detail in the incoming request or follow up manually.

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.

TriggerScheduled

Add job appointment

Schedules the first appointment for a job.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create a contact

Creates a contact for a customer, lead, vendor, or other project contact.

ActionInstant

Create a job

Creates a new construction or roofing job.

ActionInstant

Create a lead

Creates a lead for a residential roofing project.

ActionInstant

Job appointment summary

Lists appointments scheduled for a specific job.

ActionInstant

List of calendars for the location

Lists calendars available to your account or organization.

ActionInstant

List of contact types related to the company

Lists the available contact types.

ActionInstant

Update company representative

Assigns a company representative to a job.

ActionInstant

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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