Capture roofing interest from service pages
Send a service request page to Notis and capture its roofing opportunity in AccuLynx when the page supports it.
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
Broad service request pages can contain roofing opportunities that are easy to miss while sorting through unrelated requests.
- Inspect a supplied request page for stated roofing interest.
- Create a residential roofing lead when the available details support it.
- Avoid manually scanning and retyping every submitted page.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and AccuLynx once in the Notis portal.
- 2Create an automation in Notis Automations, or tell Notis in plain language from a channel.
- 3In one instruction, ask Notis to inspect the request page with AgentQL and create an AccuLynx lead only when it indicates interest in residential roofing.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real request page and review the decision and lead.
Questions about this workflow
Will it create a lead for every page?
Your instruction can limit lead creation to pages that show residential roofing interest.
Where does it get the request details?
From the page supplied with the webhook request and any other information you provide.
Can it determine whether the prospect is a fit?
It can apply fit criteria you describe to information it can access on the page.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Acculynx. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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