Move roofing prospects from Affinity into AccuLynx
Capture a promising roofing inquiry in AccuLynx without re-entering the prospect's details by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a lead
Creates a lead for a residential roofing project.
Why this helps
A prospect can sit in Affinity while the roofing team waits for a lead in AccuLynx.
- Reduce duplicate entry for new roofing prospects
- Keep deal context available while creating an AccuLynx lead
- Make the handoff easier to notice and follow up
Setup
Build it in a few focused steps.
- 1Connect Affinity and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe when an Affinity deal represents a new roofing inquiry and what lead details Notis should use.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real Affinity deal and confirm the resulting lead in AccuLynx.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Affinity does not provide a trigger event in this setup, so define which incoming requests should prompt Notis to review a deal.
Does Notis copy every Affinity deal into AccuLynx?
No. Describe the conditions for a roofing inquiry in the automation prompt. Notis can use the deal details available to it, but any missing lead information must be supplied by you.
Can this create non-roofing leads?
The listed AccuLynx action is specifically for residential roofing leads. Use it only when the prospect fits that purpose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Acculynx. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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