Move qualified AccuLynx leads into Altoviz
When a lead is ready to become a customer, let Notis carry the available details into Altoviz so billing setup can start without another round of copying.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Create a customer record for a company or an individual.
Why this helps
A qualified lead can stall while someone re-enters company or contact details into the billing system.
- Reduce duplicate entry between lead management and billing.
- Create customer records promptly when a lead is qualified.
- Send a run report to a channel you already check.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create an Altoviz customer from the AccuLynx lead details received in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real qualified lead and review the result.
Questions about this workflow
Does AccuLynx provide a native trigger for this workflow?
No AccuLynx trigger event is listed. This workflow starts with a Notis webhook, which runs when an HTTP request is sent.
What happens if the lead is missing customer details?
Notis can only use details available in AccuLynx or included in the request. Provide any required missing details before testing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Altoviz. A trigger fires from one place; an action lands in another.
Acculynx triggers
Altoviz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Product
Creates a new product.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Create a new contact record.
Delete Product
Permanently deletes an existing product.
Create Customer
Create a customer record for a company or an individual.
Find Contact by Email
Finds a contact by email address.
Create Customer Family
Create a customer family to group and organize customers.
Find Customer by Email
Finds a customer by email address.
Find Product by Number
Finds a product by its product number.
Connect any two apps with Notis in the middle.
Acculynx and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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