Move Agile CRM Roofing Prospects into AccuLynx
Capture a new roofing inquiry once and give your team a clear lead 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 prospect details between sales tools can slow down the first response and leave new roofing inquiries easy to miss.
- Reduce duplicate entry during lead intake.
- Keep the roofing inquiry in the project platform your team uses.
- Let Notis process the handoff from a webhook request.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do in plain language.
- 3In one instruction, ask Notis to create an AccuLynx lead from an Agile CRM roofing inquiry.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real inquiry and review the created lead.
Questions about this workflow
Does Agile CRM start this from a built-in event?
No Agile CRM trigger event is listed here. Start the automation with a Notis webhook and arrange for your process to send the relevant handoff request.
What should the instruction include?
Tell Notis what qualifies as a roofing inquiry and which available prospect details to include. Any information not present in the request must be supplied by your process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Acculynx. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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