Keep AccuLynx lead follow-up visible in Breeze
Turn a lead's next step into a Breeze card the team can see and act on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Card
Creates a task card in a project.
Why this helps
Lead follow-ups can get buried when the next action lives only in a job management record.
- Make a lead's next step visible in the team's task flow.
- Capture the follow-up context from the lead record.
- Reduce the chance of a promising lead going quiet.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Breeze once in Notis.
- 2Create an automation that describes which leads need a Breeze follow-up card.
- 3Choose a webhook trigger and send a request for qualifying lead handoffs.
- 4Select a report channel for run updates.
- 5Test with one real lead and verify the card content in Breeze.
Questions about this workflow
Does AccuLynx provide the trigger for this workflow?
No AccuLynx trigger events are listed. This workflow starts from a Notis webhook sent by an external tool or custom backend.
Can the card include a due date?
Ask Notis to include a due date when the incoming request or available lead details provide one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Breeze. A trigger fires from one place; an action lands in another.
Acculynx triggers
Breeze actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Project People
Invites people to join a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Project
Archives a project to hide it from active views.
Create Card
Creates a task card in a project.
CREATE_LIST
Creates a new stage in a project.
Create Project
Creates a new project.
Create Workspace
Creates a new workspace.
Delete Card
Permanently deletes a card; this action cannot be undone.
Delete Project
Deletes a project.
Connect any two apps with Notis in the middle.
Acculynx and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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