Move AimTell Roofing Inquiries Into AccuLynx
Capture a roofing inquiry from an AimTell-driven web experience and start the AccuLynx follow-up process with less copying and switching.
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
A promising inquiry can get lost between a website push campaign and the system where your team manages roofing leads.
- Reduce manual re-entry of homeowner inquiry details.
- Put new roofing prospects into the AccuLynx lead workflow sooner.
- Keep campaign-driven inquiries from getting buried in another inbox.
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 it.
- 3Tell Notis to create an AccuLynx lead from the roofing inquiry details supplied by the AimTell webhook.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real inquiry and confirm the lead appears in AccuLynx.
Questions about this workflow
Does AimTell provide a native Notis trigger for this workflow?
No. Start it with a Notis webhook, which is an HTTP request trigger.
What details can Notis use to create the lead?
Use the details supplied in the webhook request. If required lead information is missing, provide it in the request or have Notis report that the lead could not be created.
Does this automatically send a push notification?
No. This workflow begins when the webhook is called. AimTell campaign delivery is outside the listed AccuLynx action.
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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