Carry a qualified AccuLynx lead into Better Proposals
Give a confirmed lead a clean handoff into proposal work, without retyping its company details or creating a duplicate.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Company
Creates a new company.
Why this helps
Moving a qualified lead into a proposal tool takes attention away from the client conversation and can leave duplicate company records behind.
- Check existing Better Proposals companies before creating a new record.
- Use lead details supplied by the AccuLynx webhook to prepare the company record.
- Send a run report with the result and any missing information.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Better Proposals once in the Notis portal.
- 2Create an automation named for your qualified lead handoff.
- 3Tell Notis to check for a matching company and create one only when the lead is confirmed and no match exists.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real qualified lead through the webhook and review the result.
Questions about this workflow
Will this create a company for every AccuLynx lead?
No. Instruct Notis to proceed only for leads you consider qualified, and to check Better Proposals for an existing company first.
What if the lead does not include enough company details?
Have Notis report the missing details and leave company creation for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Better proposals. A trigger fires from one place; an action lands in another.
Acculynx triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Creates a new company.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Type
Creates a new document type.
Create Proposal Cover
Creates a proposal cover design.
Get All Companies
Lists all companies.
Get All Currencies
Lists all available currencies.
Get All Document Types
Lists available document types.
Get All Proposals
Lists all proposals.
Get All Quotes
Lists all quotes.
Connect any two apps with Notis in the middle.
Acculynx and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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