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Notis

Create AccuLynx Leads from Roofing Website Inquiries

Capture a new roofing inquiry and get it into AccuLynx without retyping the details.

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

Website inquiries can sit unnoticed while you switch between monitoring tools and AccuLynx.

  • Create a lead from each received inquiry.
  • Keep intake details together for follow-up.
  • Reduce manual copying between tools.

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, ask Notis to create an AccuLynx lead from a received Agenty roofing inquiry and use only details provided.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Send one real inquiry to test the workflow and review the run report.

Questions about this workflow

Does Agenty provide the trigger for this workflow?

Agenty has no listed trigger events. A Notis webhook starts this workflow when an HTTP request is received.

What if the inquiry is missing details?

Notis can only use information in the received data. Supply any required missing details before expecting a complete lead.

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.

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.

Agenty and Acculynx, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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