Keep valuable prospect research in AccuLynx contacts
Give promising research a durable home so the next conversation does not depend on remembering where you found it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a contact
Creates a contact for a customer, lead, vendor, or other project contact.
Why this helps
Useful contact research can go cold when it remains in a prospecting tool and no one carries it into the project workspace.
- Retain selected research in the team's contact system.
- Separate contact capture from residential lead qualification.
- Surface possible duplicates for review before creating another record.
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 describe what should be captured to Notis.
- 3Ask Notis to review available prospect research and create contacts for your stated criteria, flagging possible matches.
- 4Choose a Notis schedule trigger and select a run-report destination.
- 5Test with one real prospect and inspect the contact and duplicate handling.
Questions about this workflow
How is this different from the scheduled lead workflow?
This workflow preserves selected prospect contact information without classifying the person as a residential roofing lead.
Does the schedule guarantee a complete contact list?
No. It can only review the Aeroleads information available to Notis and the criteria you provide.
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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