Create AccuLynx roofing leads from Airwallex payment inquiries
Keep a potential roofing customer moving forward by turning their submitted payment inquiry into an AccuLynx lead.
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
Payment and financing inquiries can get separated from the roofing request, leaving a promising lead without follow-up.
- Capture roofing prospects alongside the payment context they provided.
- Reduce manual re-entry of contact details.
- Keep the inquiry ready for a salesperson to review.
Setup
Build it in a few focused steps.
- 1Connect Airwallex and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to create an AccuLynx lead from a webhook request containing a residential roofing inquiry and relevant Airwallex payment details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example and confirm the lead details are accurate.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Include the roofing inquiry and relevant payment details in the request.
Does Airwallex automatically send the webhook?
Airwallex trigger events are not available in this workflow package. The webhook must receive the relevant request from a system or process you use.
Will every payment create a lead?
No. Instruct Notis to create a lead only when the request contains a residential roofing inquiry and enough contact information.
When this happens · Trigger
Do this · Action
Creates a lead for a residential roofing project.
Supported Triggers and Actions
Notis builds workflows that link Airwallex to Acculynx. A trigger fires from one place; an action lands in another.
Airwallex 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
Retrieves a page of contact types available to the company in AccuLynx.
Update company representative
Assigns a company representative to a job.
Connect any two apps with Notis in the middle.
Airwallex and Acculynx, or any other combination from 1,600+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with $20 of usage included.
No card. Works with personal or business Acculynx.