Route service-fit referrals into AccuLynx
Keep lead intake focused on referrals that match the roofing services and locations your team can handle.
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
A team can lose time reviewing referrals outside its work types or service area.
- Apply your stated service and location criteria at intake.
- Reduce manual screening of mismatched inquiries.
- Make missing location or work details visible.
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 roofing services and territory criteria to check, then create AccuLynx leads for matching supplied inquiries.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with a matching inquiry and one outside your criteria.
Questions about this workflow
Does AccuLynx provide the team's service territory here?
No territory lookup event is listed. State your criteria in the prompt or include them in the supplied request.
What happens if the location is missing?
Ask Notis to report the incomplete inquiry for clarification instead of assuming it qualifies.
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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