Move new roofing inquiries into AccuLynx leads
Get promising roofing inquiries into your project workflow without re-entering their 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 go quiet while someone copies their information between sales and project systems.
- Reduce duplicate data entry for new inquiries.
- Keep lead intake moving from sales follow-up to project operations.
- Use the inquiry details available in the webhook request.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and AccuLynx once in the Notis portal.
- 2Create an automation in Notis by naming it and describing the outcome.
- 3Tell Notis to create an AccuLynx lead from the incoming AgencyZoom roofing inquiry and include available contact details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real inquiry as a test and review the created lead.
Questions about this workflow
Does AgencyZoom provide a trigger event for this workflow?
No AgencyZoom trigger event is listed. A Notis webhook starts this automation when an HTTP request is sent to it.
What information will the lead include?
Notis can use details present in the webhook request. Supply any context you need that is not included in that request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Acculynx. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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