Keep AccuLynx project updates with the related deal
Put important job context beside the sales opportunity your team is already tracking.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a Deal Note
Adds a note to a deal.
Why this helps
Useful project details can be hard to find during a deal review when they remain in a separate system.
- Keep relevant project changes attached to a deal record.
- Reduce context switching during opportunity reviews.
- Create a report trail for update requests.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and ActiveCampaign once in the Notis portal.
- 2Create an automation prompt to add a concise note for the relevant existing deal.
- 3Choose the Notis webhook trigger and send an HTTP request with the deal identifier and project update.
- 4Choose where Notis should send run reports.
- 5Test with one real update and verify the note is attached to the intended deal.
Questions about this workflow
Does this find a deal from the contact email?
The listed action creates a note for a specific deal. Supply enough information for Notis to identify the intended existing deal.
Will it create a deal if none exists?
No. This action adds a note to a specific deal; it does not create a deal.
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.
Add contact note
Adds a note to a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Browse Session to Cart
Marks a browsing session as having added an item to the cart, creating the session if needed.
Add Contact to Automation
Enrolls an existing contact in an automation.
Add Secondary Contact to Deal
Adds a secondary contact to a deal.
Create Account
Creates a business or organization account.
Add contact to list
Adds a contact to a list.
Add Custom Field
Creates a custom contact field.
Create contact task
Creates a task associated with a contact.
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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