Run scheduled roofing prospect research
Set a recurring check of the public pages you specify, then have Notis turn suitable roofing prospects into AccuLynx leads.
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
Prospecting gets pushed aside when it depends on remembering to revisit pages and copy potential customers into the CRM.
- Repeat prospect research on a schedule you choose.
- Create residential roofing leads from suitable prospects found on specified pages.
- Keep the research instructions in one reusable automation.
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, specify the pages to inspect, the prospect criteria, and that suitable roofing prospects should become AccuLynx leads.
- 4Choose the recurring schedule trigger and where run reports should go.
- 5Test with one real page and review the run report and created lead.
Questions about this workflow
Does AgentQL choose which websites to scan?
Specify the pages or sources to inspect in the automation instruction. The workflow cannot assume sources that you have not provided.
Can it create leads on each scheduled run?
It can create leads for suitable prospects it finds. Tell the instruction how to handle previously processed results if you need duplicate avoidance.
Can the workflow find details that a page does not publish?
No. Missing details must be supplied separately.
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
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.