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Notis

Start with a clear lead follow-up list

Get a scheduled Ably digest of AccuLynx leads that may need attention, based on the information available to Notis.

Trigger

Recurring schedule

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

Action

Publish Message to Channel

Publishes a message to a channel.

Why this helps

Remembering which leads need a next step can consume attention that should go to customer conversations.

  • Create a recurring prompt to review leads.
  • See a brief list in Ably instead of reopening multiple screens.
  • Ask Notis to flag missing follow-up details when they are not available.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and Ably once in Notis.
  • 2Create an automation in Automations or ask Notis to set one up from your usual channel.
  • 3Tell Notis to review accessible AccuLynx lead information and publish a concise follow-up digest to Ably.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Run it once with real data and review the resulting digest.

Questions about this workflow

What qualifies as a lead needing follow-up?

Set the criteria in your instruction. If the needed status or date is unavailable to Notis, it cannot reliably apply that criterion.

Does the schedule create new lead data?

No. It asks Notis to review accessible information and publish a summary to Ably.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Acculynx triggers

Ably actions

Recurring trigger

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

TriggerScheduled

Query Batch Presence

Retrieves presence states for members across multiple channels.

ActionInstant

Webhook trigger

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

TriggerInstant

Query Batch Presence History

Retrieves presence history for members across multiple channels.

ActionInstant

Delete Channel Subscription

Unsubscribes devices or clients from channel push notifications.

ActionInstant

Get Channel Details

Retrieves a channel’s status, activity, and occupancy details.

ActionInstant

Get Channel History

Retrieves the message history for a channel.

ActionInstant

Get Channel Presence

Get the members currently connected and active on a channel.

ActionInstant

Get Channel Presence History

Retrieves the presence event history for a channel.

ActionInstant

Get Message Versions

Retrieve all historical versions of a channel message, including updates and deletions.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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