Turn a Qualified Roofing Inquiry Into an AccuLynx Job
Once a campaign inquiry is ready to become project work, pass the available job details through a webhook and start the AccuLynx record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a job
Creates a new construction or roofing job.
Why this helps
After qualification, teams often repeat the same information by hand to move an inquiry into project setup.
- Reduce repeated entry when a qualified inquiry becomes a job.
- Start project setup with details supplied at intake.
- Keep incomplete job details visible for follow-up.
Setup
Build it in a few focused steps.
- 1Connect AimTell and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the job setup flow.
- 3Tell Notis to create an AccuLynx job from qualified inquiry details in the webhook request and report any missing required details.
- 4Choose the webhook trigger and select a report channel.
- 5Test with one real qualified inquiry and confirm the job in AccuLynx.
Questions about this workflow
Can the workflow decide whether an inquiry is qualified?
Only if the qualification criteria or decision is supplied in the request or the instruction. Do not assume AimTell provides a particular qualification field.
What details does job setup need?
The action description calls for the associated contact, location, job category, work type, priority, and trade types. Provide these details in the request when available.
Does this create a lead first?
No. This workflow creates an AccuLynx job. A separate lead workflow can handle earlier-stage inquiries.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Acculynx. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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