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Notis

Create AccuLynx leads from roofing inquiries

Send an inquiry page to Notis and let AgentQL pull out the details your team needs to follow up in AccuLynx.

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

Copying inquiry details into a CRM adds delay and makes it easy for a potential roofing customer to slip through.

  • Capture prospect details from a submitted inquiry page.
  • Create a residential roofing lead in AccuLynx without retyping the page.
  • Keep the incoming page available to guide follow-up.

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 submitted inquiry page with AgentQL and create an AccuLynx lead from the available details.
  • 4Choose the webhook trigger and a channel for run reports.
  • 5Test with one real inquiry page and review the run report.

Questions about this workflow

What starts this workflow?

An HTTP request to the Notis webhook starts the automation. Include a page or URL that AgentQL can inspect.

Does it create a roofing lead?

Yes. It uses the AccuLynx Create a lead action for residential roofing prospects.

Does Notis map page fields in a setup screen?

No. Describe the desired result in the automation instruction. Notis is prompt-based.

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.

TriggerScheduled

Add job appointment

Schedules the first appointment for a job.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create a contact

Creates a contact for a customer, lead, vendor, or other project contact.

ActionInstant

Create a job

Creates a new construction or roofing job.

ActionInstant

Create a lead

Creates a lead for a residential roofing project.

ActionInstant

Job appointment summary

Lists appointments scheduled for a specific job.

ActionInstant

List of calendars for the location

Lists calendars available to your account or organization.

ActionInstant

List of contact types related to the company

Lists the available contact types.

ActionInstant

Update company representative

Assigns a company representative to a job.

ActionInstant

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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