Review parsed roofing inquiries on a schedule
Give a batch of parsed inquiries a predictable review so qualified roofing leads do not linger in an intake queue.
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
Parsed inquiries can accumulate between busy days, leaving potential customers waiting for someone to process them.
- Create a regular checkpoint for queued inquiries.
- Process only records available to Notis and suitable for lead creation.
- Reduce the chance of overlooking a parsed inquiry.
Setup
Build it in a few focused steps.
- 1Connect Airparser and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to review Airparser parsed roofing inquiries available at run time and create AccuLynx leads when the required details are present.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real parsed inquiry available to the automation.
Questions about this workflow
Does Airparser provide a trigger for each parsed inquiry?
No Airparser trigger event is used here. The workflow starts on a Notis schedule and can only review parsed inquiry data made available to Notis at run time.
What happens when an inquiry is incomplete?
The instruction should leave it for review rather than creating a lead without the required details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Acculynx. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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