Check referral coverage before AccuLynx lead creation
Review location fit on a predictable schedule so your team can focus on roofing inquiries it can serve.
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
Referral locations can be difficult to screen consistently when they arrive outside the project team's normal workflow.
- Apply the same coverage criteria during every review.
- Create leads for location matches with enough supplied detail.
- Flag referrals with unknown or incomplete locations.
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 compare supplied referral locations to your stated service coverage and create AccuLynx leads for matches.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one in-area referral and one outside the coverage area.
Questions about this workflow
Does the workflow look up coverage boundaries?
No coverage lookup action is listed. Include your locations or coverage rule in the prompt or run input.
Can this use a postcode list?
Yes, if you provide the list and the supplied inquiry includes a comparable location value.
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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