Give roofing prospects a regular intake review
Batch your prospect handoff on a schedule so promising inquiries do not wait in a CRM queue.
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
Prospects gathered in batches can sit untouched when there is no clear time to review them.
- Create a predictable prospect review rhythm.
- Reduce the need to remember a separate CRM check.
- Apply your stated criteria consistently.
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 which Agiled prospects should become AccuLynx leads and how to report incomplete records.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real prospect before relying on the schedule.
Questions about this workflow
Can the schedule tell whether a prospect is new?
Only if the available Agiled information or your instruction provides enough context. The automation should report ambiguity instead of assuming a history or baseline.
Can I use a schedule instead of a webhook?
Yes. Notis cron starts the workflow on a recurring schedule; set the timing when you choose the trigger.
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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