Move Roofing Repair Inquiries into Lead Intake
Give repair inquiries a clear place in AccuLynx so they can be considered for roofing follow-up.
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
Repair requests can get mixed into general CRM activity and miss a clear path to the roofing lead process.
- Give repair inquiries a specific lead handoff.
- Keep residential roofing leads in the relevant AccuLynx workflow.
- Reduce manual triage between prospecting and project management.
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.
- 3Ask Notis to create an AccuLynx residential roofing lead when the webhook request identifies a repair inquiry.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real repair inquiry and review the created lead.
Questions about this workflow
Can AccuLynx create a lead for any kind of repair?
The listed lead action is for residential roofing projects. Use it only for matching roofing inquiries.
How does the workflow know an inquiry is for repair?
The webhook request or instruction must provide enough information to identify it as a repair inquiry.
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
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.