Keep Adtraction roofing inquiries moving into AccuLynx
Give affiliate inquiries a predictable review point and send eligible prospects into AccuLynx for follow-up.
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
Without a dependable review moment, inquiries gathered outside the project system can be overlooked.
- Create a regular moment to process supplied inquiries.
- Reduce the chance of prospects being overlooked.
- Surface missing details in a run report for follow-up.
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 review the Adtraction inquiry data provided at each run and create eligible residential roofing leads in AccuLynx.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real inquiry and confirm the resulting lead in AccuLynx.
Questions about this workflow
Does this schedule pull data from Adtraction automatically?
The listed Adtraction context provides no trigger events or retrieval action. Arrange for inquiry data to be provided to Notis for the scheduled run.
What leads should be created?
Describe the eligibility rules in the automation prompt. Use details present in the supplied inquiry data and identify anything that is missing.
Can I choose a run report destination?
Yes. Choose where reports should go while creating the automation.
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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