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Notis

Make lead capture a regular, low-effort step

Set a recurring review for available Acculynx lead details and let Notis create the corresponding CRM contacts.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create Person

Why this helps

Leads can be missed when transferring details depends on remembering to check Acculynx manually.

  • Build lead capture into a predictable routine.
  • Reduce context switching between lead and CRM reviews.
  • Get a report after each scheduled run.

Setup

Build it in a few focused steps.

  • 1Connect Acculynx and CentralStationCRM once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for scheduled lead intake.
  • 3Describe that Notis should review available Acculynx leads and create a CentralStationCRM person for each new lead.
  • 4Choose a recurring schedule and a report channel.
  • 5Test with one real lead before enabling the recurring run.

Questions about this workflow

How often can it run?

Choose the recurring schedule in the Notis automation setup.

Does the workflow enrich incomplete leads?

It can use available data, but any missing contact details must be provided by Acculynx or supplied by you.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Acculynx to Centralstationcrm. A trigger fires from one place; an action lands in another.

Acculynx triggers

Centralstationcrm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Check Connection

Checks whether the API connection is active.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Count Activities

Retrieve the activity count for a record, account, or user.

ActionInstant

Count Attachments

Retrieve the total number and combined file size of attachments.

ActionInstant

Create Deal

Creates a new sales deal.

ActionInstant

Count Avatars

Retrieve the total number and combined storage size of avatars.

ActionInstant

Count Companies External Emails

Count external emails associated with a company.

ActionInstant

Create Person Address

Adds an address to a person’s record.

ActionInstant

Count Deals External Emails

Count external emails associated with a deal.

ActionInstant

Connect any two apps with Notis in the middle.

Acculynx and Centralstationcrm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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