Capture Roofing Prospects from Market Research
Turn a focused market research result into a lead your team can follow up on.
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
Market research rarely turns into follow-up when it stays in browser notes or spreadsheets.
- Connect market research to lead intake.
- Use only prospect details present in findings.
- Reduce the gap between research and follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agenty and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3Describe the market research scope and ask Notis to create AccuLynx residential roofing leads from qualifying findings.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real finding and confirm the lead is accurate.
Questions about this workflow
Can Agenty identify prospects from public sources?
Agenty can scrape websites and extract structured data. Specify the sources and criteria you want it to use.
Does this workflow guarantee that a researched property needs roofing work?
No. It can only act on evidence returned by Agenty and the criteria you specify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Acculynx. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty 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.