See which AccuLynx follow-ups need another look
Get a compact review of call activity tied to the AccuLynx work you care about, without reopening every record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Calls
Lists call records.
Why this helps
A busy team can lose track of call outcomes when project context and call history live in separate places.
- Review Callingly call records on a recurring schedule.
- Use supplied AccuLynx project or lead identifiers as review context.
- Surface records that may need a person to decide the next step.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Callingly in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve Callingly calls on your chosen cadence and summarize activity for the AccuLynx leads or projects identified in the prompt or schedule context.
- 4Choose the recurring schedule and select where run reports should go.
- 5Run one review with real lead or project identifiers and check the report.
Questions about this workflow
Can Notis automatically match every call to an AccuLynx project?
Only if the call records or supplied context include a reliable shared identifier. Notis should report when a match is unavailable rather than infer one.
Does this workflow change call records?
No. It retrieves Callingly call history and reports relevant activity for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Callingly. A trigger fires from one place; an action lands in another.
Acculynx triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Activates or deactivates a client account to control access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Creates a new agent.
Create Outbound Call
Creates a call record and immediately places an outbound call, which may incur a cost.
Create Client
Creates a new client account under your agency.
Create Team
Creates a new team.
Create Webhook
Creates a webhook for real-time call or lead notifications.
Delete Agent
Permanently deletes an agent from an account.
Delete Client
Deletes an existing client from your account.
Connect any two apps with Notis in the middle.
Acculynx and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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