Discover Roofing Leads with Scheduled Research
Let scheduled research surface prospects while Notis organizes the findings into 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
Prospect research is easy to postpone when it competes with project work and follow-up.
- Run prospect discovery on a consistent schedule.
- Create leads from results that include enough information.
- Keep research and lead entry in one workflow.
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.
- 3In one instruction, specify the sources and criteria Agenty should research and ask Notis to create AccuLynx leads from supported residential roofing prospects.
- 4Choose a Notis schedule and select where run reports should go.
- 5Test with one real research run and check the resulting lead and report.
Questions about this workflow
Can Notis invent prospect contact details that Agenty did not find?
No. The automation can only use details returned by Agenty or supplied in its instruction.
Can the schedule decide which prospects qualify?
Describe your prospect criteria in the instruction. Notis schedules the run; it does not add a separate filter-building screen.
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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