Review prospect research regularly and capture roofing leads
Use a recurring review to catch prospects that match your roofing criteria and give them a clear place in AccuLynx.
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
Research gets revisited late when there is no regular moment to identify prospects ready for follow-up.
- Create a predictable review point for researched prospects.
- Apply your stated qualification criteria consistently.
- Avoid creating leads when required details are missing or the prospect does not qualify.
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 the scheduled outcome to Notis.
- 3Ask Notis to review available Aeroleads prospect data and create AccuLynx residential leads only for prospects meeting your criteria.
- 4Choose a Notis schedule trigger and select where run reports should go.
- 5Test with one real qualifying prospect and review the created lead.
Questions about this workflow
What prospects will Notis review?
Specify the available Aeroleads data or prospect set and your qualification criteria in the instruction. Do not assume an unlisted Aeroleads trigger or data feed.
Can the schedule discover roofing intent by itself?
Only if the information available to Notis supports your stated criteria. Otherwise provide the intent or qualification evidence in the data.
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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