Bring Residential Roofing Inquiries into AccuLynx
Give new residential roofing inquiries a straightforward path from CRM intake to AccuLynx lead tracking.
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
Imported inquiries can be hard to distinguish from active project work if their intake details are not carried across.
- Keep residential roofing inquiries moving to lead intake.
- Preserve relevant inquiry details in the handoff.
- Reduce repeated copying for imported prospects.
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 from each qualifying inquiry in the webhook request.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real imported inquiry and review the lead.
Questions about this workflow
Can this import an entire Agile CRM list by itself?
No Agile CRM trigger or read events are listed. The webhook request must include the inquiry information to process.
What kind of lead does the AccuLynx action create?
The listed action creates a lead specifically for residential roofing projects.
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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