Give Roofing Prospects a Regular AccuLynx Handoff
Set a predictable review rhythm for roofing prospects so the next project handoff has a place to start.
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
A founder may intend to move prospects into the project system later, then lose track as other work takes over.
- Create a recurring checkpoint for lead handoff.
- Reduce reliance on remembering a later CRM review.
- Keep the instruction focused on roofing 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 the desired outcome.
- 3Ask Notis to review available Agile CRM roofing prospects and create AccuLynx leads for those ready to hand off.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real prospect and review the created lead.
Questions about this workflow
Does this schedule guarantee Notis can retrieve CRM records?
No Agile CRM read or trigger events are listed here. The scheduled run can only use information made available to it; provide that information through your existing process.
Can I schedule the review whenever I want?
Choose a recurring schedule in the Notis automation flow that matches your review routine.
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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