Create AccuLynx Roofing Leads from Agility CMS Intake
Move a new roofing inquiry into AccuLynx without retyping the customer's details.
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
Inquiry details can get stranded between a website workflow and the system your team uses to manage roofing leads.
- Reduce duplicate entry for residential roofing inquiries.
- Keep lead creation tied to an incoming inquiry payload.
- Flag missing details instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3In one instruction, ask Notis to create an AccuLynx residential lead from each incoming roofing inquiry and report missing details.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Send one real inquiry to the webhook and review the result.
Questions about this workflow
Does Agility CMS provide a trigger for new inquiries?
No source event is listed here. This workflow starts when an HTTP request reaches the Notis webhook, carrying the inquiry details.
Will Notis fill in details that are missing from the request?
No. It can flag missing information for follow-up, but should not invent customer or project details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Acculynx. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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