Capture roofing inquiries in AccuLynx automatically
Put each new roofing inquiry into AccuLynx while the conversation is still fresh.
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
Manually re-entering web inquiries can delay follow-up and leave potential roofing customers unnoticed.
- Reduce retyping between inquiry forms and AccuLynx.
- Keep new residential roofing interest in the lead pipeline.
- Use run reports to spot requests that need attention.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, tell Notis to create an AccuLynx lead from each incoming residential roofing inquiry and include the available contact details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real inquiry and review the result.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Configure the service that receives inquiries to send the request and relevant details.
Does this create a lead or a job?
It uses AccuLynx's Create a lead action for residential roofing interest. A job is a separate action for initializing a project.
What if an inquiry has missing details?
Notis can only use information included in the request or returned by the apps. Supply any required information that is not available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Acculynx. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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