Keep roofing lead discovery moving on a schedule
Set a recurring run for your Airtop research workflow and let Notis capture new roofing prospects as AccuLynx leads.
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
Prospect research is easy to postpone when it depends on remembering to start another browser session.
- Run prospect discovery on a recurring schedule
- Capture new prospects as leads
- Reduce the need to remember each research session
Setup
Build it in a few focused steps.
- 1Connect Airtop and AccuLynx once in the Notis portal.
- 2Create an automation and describe the scheduled lead capture outcome.
- 3Ask Notis to run the Airtop research workflow and create leads for new qualifying residential roofing prospects.
- 4Choose a Notis cron schedule and where run reports should go.
- 5Test with one real run and check the resulting lead in AccuLynx.
Questions about this workflow
Can this run on a recurring schedule?
Yes. Choose a Notis cron trigger and the schedule you want when setting up the automation.
How does it avoid creating duplicate leads?
State how to identify already recorded prospects in your instruction. The workflow can only compare against information it can access or that you provide.
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.
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.
Airtop and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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