Route residential roofing inquiries into AccuLynx
Keep residential roofing opportunities moving into the place your team tracks job intake.
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
A general inquiry queue can bury residential roofing requests among work that belongs elsewhere.
- Focus AccuLynx intake on residential roofing inquiries.
- Keep non-matching records out of the lead action for review.
- Reduce manual sorting between systems.
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.
- 3Define the residential roofing qualification criteria and how to handle uncertain inquiries.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real inquiry.
Questions about this workflow
Does the AccuLynx lead action cover every construction lead?
The provided description specifies residential roofing projects. Route other inquiry types for review rather than assuming this action supports them.
Where do non-matching inquiries go?
Have Notis report them for review. No other destination action is included in this workflow.
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
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.