Give roof replacement requests a dedicated lead record
Capture replacement interest as a lead in AccuLynx and keep its available contact information ready for follow-up.
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 high-intent replacement request can blend into general inquiries and wait for the next step.
- Create a clear record for replacement interest.
- Reduce manual entry of prospect details.
- Keep roofing inquiry intake moving toward project operations.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and AccuLynx once in the Notis portal.
- 2Create an automation for roof replacement inquiries.
- 3Tell Notis to create an AccuLynx lead when the incoming request identifies a residential roof replacement inquiry.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real replacement inquiry and review its lead.
Questions about this workflow
What makes a request eligible?
The webhook request or available source details should clearly identify residential roof replacement interest.
Does the workflow estimate or quote the project?
No. The selected action creates a lead; it does not calculate a quote.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Acculynx.