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Notis

Turn stale AccuLynx leads into follow-up tasks

Start the day with the leads that need a next step already turned into tasks.

Trigger

Recurring schedule

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

Action

Create contact task

Creates a task associated with a contact.

Why this helps

Leads can sit without a next step when follow-up depends on remembering to revisit a separate project system.

  • Surface leads that match a follow-up age or status rule you provide.
  • Put the next step where your team manages contact tasks.
  • Reduce the mental load of repeatedly checking lead lists.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and ActiveCampaign once in the Notis portal.
  • 2Create an automation and state the lead criteria and the task details to use.
  • 3Choose a Notis recurring schedule as the trigger.
  • 4Choose where Notis should send run reports.
  • 5Test with one real lead that meets your criteria and review the created task.

Questions about this workflow

How does Notis know which leads are stale?

Include the age, status, or other criteria in your instruction. The workflow can only evaluate information available from AccuLynx.

Does this task send an email to the lead?

No. It creates a task associated with an ActiveCampaign contact.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Acculynx triggers

Active campaign actions

Recurring trigger

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

TriggerScheduled

Add contact note

Adds a note to a contact.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Browse Session to Cart

Marks a browsing session as having added an item to the cart, creating the session if needed.

ActionInstant

Add Contact to Automation

Enrolls an existing contact in an automation.

ActionInstant

Add Secondary Contact to Deal

Adds a secondary contact to a deal.

ActionInstant

Create Account

Creates a business or organization account.

ActionInstant

Add contact to list

Adds a contact to a list.

ActionInstant

Add Custom Field

Creates a custom contact field.

ActionInstant

Create contact task

Creates a task associated with a contact.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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