Monitor Roofing Signals and Create Leads
Have Notis check your chosen sources regularly and capture supported prospects in 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
Useful public signals can be hard to track consistently while running a business.
- Monitor chosen sources on a recurring schedule.
- Capture available prospect details in AccuLynx.
- Review what was found through run reports.
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.
- 3Specify the sources and signals to monitor and ask Notis to create leads only from returned residential roofing prospect details.
- 4Choose a Notis schedule and select where run reports should go.
- 5Test on one real monitoring run and review the lead details.
Questions about this workflow
Can this monitor any website?
Agenty can monitor web changes and scrape websites. Specify the sources you want it to check.
What if a monitored change is not a real prospect?
Include qualification criteria in the instruction and review run reports to assess results.
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
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