Review AimTell Campaign Inquiries on a Schedule
Give campaign-driven roofing inquiries a regular path into AccuLynx, with a scheduled review that can surface missing details instead of silently skipping them.
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 periodic backlog of campaign inquiries is easy to postpone when the information is scattered across tools.
- Create a recurring checkpoint for campaign inquiries.
- Reduce the chance that eligible roofing prospects stay unreviewed.
- Surface incomplete information for follow-up rather than guessing.
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 intake task.
- 3Tell Notis to review the AimTell inquiry data made available to it, create AccuLynx leads for complete roofing inquiries, and report missing details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real inquiry record before relying on the recurring run.
Questions about this workflow
Can Notis read AimTell activity that is not made available to it?
No. The scheduled workflow can only review data provided or connected for Notis to access. AimTell has no source trigger events listed.
Will this schedule create duplicates?
The action list does not include a lead lookup or deduplication action. Ask Notis to use any identifiers available in the supplied data and report uncertain matches for review.
What if required lead information is missing?
The prompt can direct Notis to report incomplete inquiry details for follow-up rather than attempting to create a lead without the required information.
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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