Catch inquiries that still need a project-system lead
Set a regular checkpoint for roofing inquiries that need to move from sales follow-up into 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
Busy teams can lose track of inquiries that need a clean handoff after the initial conversation.
- Create a recurring checkpoint for lead handoff.
- Use available inquiry details to prepare AccuLynx leads.
- Reduce reliance on remembering every manual transfer.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and AccuLynx once in the Notis portal.
- 2Create an automation and describe which qualifying inquiries need a lead.
- 3Tell Notis to review the available AgencyZoom information and create AccuLynx leads for eligible roofing inquiries not already handed off.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test against one real inquiry and review the created lead.
Questions about this workflow
Can Notis identify inquiries already handed off?
Only if the available records include enough information to determine that. Provide an explicit status or history if the source data does not contain it.
How often will this run?
You choose the recurring schedule when setting the Notis cron trigger.
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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