Start an AccuLynx job when a prospect becomes a project
Once a prospect is confirmed as real work, turn the available project details into an AccuLynx job without retyping the context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a job
Creates a new construction or roofing job.
Why this helps
A qualified project can stall when its research, contact, and job setup details live in separate places.
- Move confirmed project intake into AccuLynx with less manual copying.
- Use only job details present in the request or available prospect context.
- Keep uncertain category, priority, or trade details visible for a person to resolve.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what job outcome you want.
- 3In one instruction, ask Notis to create a job only when the request confirms the prospect is a project and includes required job information.
- 4Choose the Notis webhook trigger and a run-report destination.
- 5Test with one real, approved project intake and review the resulting job.
Questions about this workflow
Will this workflow turn every prospect into a job?
No. The instruction should require explicit confirmation that the prospect is a project and should flag missing required job information.
Does Aeroleads provide AccuLynx job category and trade details?
Those details are not guaranteed by the source description. Supply them in the request or have Notis flag them as missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Acculynx. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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