Give Repair Inquiries a Reliable Review Rhythm
A scheduled check can keep repair inquiries moving into AccuLynx even when campaign activity arrives between busy work blocks.
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
When repair inquiries wait for someone to remember a manual review, urgent follow-up can slip.
- Create a predictable repair inquiry review habit.
- Move complete records into AccuLynx lead intake.
- Report missing details so follow-up has a clear next step.
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 repair inquiry review.
- 3Ask Notis to review available repair inquiry records, create AccuLynx residential roofing leads for complete records marked ready, and report incomplete ones.
- 4Choose a recurring schedule and report channel.
- 5Test with one real complete repair inquiry and review the AccuLynx lead.
Questions about this workflow
Does a recurring schedule automatically include all AimTell inquiries?
No. Notis can only review data made available through the connected setup or supplied records.
Can this prioritize emergency repairs?
Only if urgency criteria and the relevant inquiry information are supplied. The listed lead action does not itself establish an emergency priority.
What happens when details are incomplete?
The prompt should have Notis report the missing information for follow-up rather than create a lead from assumptions.
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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