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Notis

Capture roofing prospects during web research

Let Notis turn a roofing prospect found by Airtop into a lead your team can follow up in AccuLynx.

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

Research across multiple pages makes it harder to remember which prospects still need a record and follow-up.

  • Create a lead during research
  • Centralize prospects in AccuLynx
  • Make follow-up less dependent on memory

Setup

Build it in a few focused steps.

  • 1Connect Airtop and AccuLynx once in the Notis portal.
  • 2Create an automation by describing the lead capture result.
  • 3In one instruction, ask Notis to create leads for qualifying residential roofing prospects returned by Airtop.
  • 4Pick the Notis webhook trigger and where run reports should go.
  • 5Test with one real prospect and check its lead record.

Questions about this workflow

Can I specify which pages Airtop checks?

Set up your Airtop browser workflow to visit the pages you want. Notis starts from the webhook request it receives.

Does this create a contact instead of a lead?

No. It uses the AccuLynx create lead action for residential roofing prospects.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airtop to Acculynx. A trigger fires from one place; an action lands in another.

Airtop triggers

Acculynx actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add job appointment

Schedules the first appointment for a job.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create a contact

Creates a contact for a customer, lead, vendor, or other project contact.

ActionInstant

Create a job

Creates a new construction or roofing job.

ActionInstant

Create a lead

Creates a lead for a residential roofing project.

ActionInstant

Job appointment summary

Lists appointments scheduled for a specific job.

ActionInstant

List of calendars for the location

Lists calendars available to your account or organization.

ActionInstant

List of contact types related to the company

Lists the available contact types.

ActionInstant

Update company representative

Assigns a company representative to a job.

ActionInstant

Connect any two apps with Notis in the middle.

Airtop and Acculynx, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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