Start your lead review with the records in front of you
Have Notis retrieve lead records from a specified Backendless table and summarize the open items in its run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
General Object Retrieval
Retrieve objects from a table.
Why this helps
A lead review can slip when it depends on remembering to open several tools and assemble the same list.
- Review matching records on a recurring schedule
- Summarize only information returned by the query
- Keep the review available in the automation run report
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Backendless once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to retrieve and summarize open lead records from the confirmed Backendless table, using only available record fields.
- 4Choose a Notis cron schedule and a run report destination.
- 5Test with one real query and check the summary against returned records.
Questions about this workflow
Does the workflow query AccuLynx directly?
The action listed here retrieves objects from a Backendless table. The table must contain the lead records you want to review.
Can it determine which leads are overdue?
Only if the table provides due dates or another relevant field and you define what counts as overdue.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Backendless. A trigger fires from one place; an action lands in another.
Acculynx triggers
Backendless actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Copy File
Copy a file or directory in file storage.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Directory
Create a directory in file storage.
Create Backendless Hive
Create a Hive.
Create Backendless Timer
Create a timer for scheduled server-side tasks.
Delete Directory
Delete a directory from file storage.
Delete File
Permanently delete a file from storage; this cannot be undone.
Delete Backendless Timer
Immediately and permanently delete a timer, stopping scheduled runs; this cannot be undone.
Directory Listing
List files and directories in storage.
Connect any two apps with Notis in the middle.
Acculynx and Backendless, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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