Catch roofing prospects during a scheduled Affinity review
Give your team a dependable review point for roofing prospects that need to enter 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
Manual pipeline reviews can leave new roofing interest unnoticed until someone remembers to check.
- Create a recurring checkpoint for new roofing interest
- Reduce the need to scan the pipeline manually
- Turn qualifying prospects into AccuLynx leads
Setup
Build it in a few focused steps.
- 1Connect Affinity and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Describe how Notis should identify roofing prospects that need an AccuLynx lead.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real Affinity deal and verify the lead in AccuLynx.
Questions about this workflow
What does the schedule review?
The prompt should specify which Affinity deals to review. Notis can analyze data returned from Affinity, but it cannot assume a history or baseline that Affinity does not provide.
How often will it run?
Choose the recurring schedule when setting up the Notis automation.
How should I prevent duplicate leads?
Ask Notis in the prompt to check the available Affinity and AccuLynx details before creating a lead. The action list does not describe a dedicated duplicate-check endpoint.
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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