Give approved estimates a roofing lead record
Move an approved estimate into the roofing intake flow while the customer's interest is fresh.
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
An approved estimate can sit in the sales system without a corresponding roofing lead for the next team.
- Move approved opportunities into the roofing intake flow.
- Reduce manual checks between sales and operations.
- Surface uncertain records for human review.
Setup
Build it in a few focused steps.
- 1Connect Agiled and AccuLynx once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe the approval condition and create an AccuLynx lead only when the information supports it.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real approved estimate.
Questions about this workflow
Does Agiled provide an approval event?
No Agiled trigger event was provided. A webhook starts this workflow, and its request should carry the relevant approval context.
Can Notis tell whether the estimate is already a lead?
Only if the incoming data provides that status or enough context. If it does not, instruct Notis to flag potential duplicates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Acculynx. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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