Move Agiled inquiries into AccuLynx
Capture the next roofing opportunity in AccuLynx without re-entering the inquiry by hand.
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
Switching between CRM records to copy lead details creates busywork and makes new inquiries easier to miss.
- Reduce repetitive copying between CRMs.
- Keep incoming roofing opportunities visible in AccuLynx.
- Have Notis flag missing details for 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 outcome: create an AccuLynx lead from the Agiled inquiry and flag missing required details.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real inquiry.
Questions about this workflow
Does Agiled provide the trigger for this workflow?
No. Agiled has no listed trigger events, so a Notis webhook starts the automation when an HTTP request is sent.
Will Notis create a lead if required information is missing?
Describe in the prompt that incomplete inquiries should be reported for review. The workflow cannot supply details that are absent from the Agiled record or webhook.
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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