Give roofing prospects a weekly follow-up point
Put prospect intake on a dependable weekly rhythm and keep suitable roofing inquiries visible.
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 growing prospect list makes it harder to remember which roofing inquiries still need a lead record.
- Create a dependable review point for prospects.
- Reduce the mental load of remembering CRM follow-up.
- Keep unclear or incomplete inquiries on a review list.
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 roofing prospects should become leads and how to report missing details.
- 4Choose a weekly schedule and where run reports should go.
- 5Test with one real prospect.
Questions about this workflow
Is this different from a daily scheduled review?
This is intended as a weekly batch review of prospect intake, not a cadence-only alternative to another workflow. Use it when a weekly review is how your team handles prospect batches.
What if the prospect is not clearly a roofing inquiry?
Have Notis flag it for review. The action is specifically for residential roofing leads.
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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