Move roofing inquiries from AnyDB into AccuLynx
Capture new roofing interest in AnyDB and let Notis create the corresponding AccuLynx lead, so the next follow-up starts with the information already collected.
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
New inquiries can sit in a database while someone has to remember to re-enter them as leads in AccuLynx.
- Reduce duplicate data entry when an inquiry is ready for AccuLynx.
- Use the inquiry details available in AnyDB to start a roofing lead.
- Keep lead intake connected to the team's existing capture process.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis to review the incoming inquiry and create an AccuLynx lead using only the provided details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real inquiry and confirm the created lead in AccuLynx.
Questions about this workflow
Does this create a lead for every AnyDB record?
Describe the intended intake condition in the instruction. Notis can use the data provided to it, but the workflow does not add a database filter screen.
What if an inquiry is missing contact details?
Tell Notis to skip lead creation and report which required details are missing rather than guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Acculynx. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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