Stay on top of customer follow-ups
A scheduled check can help surface follow-ups that need a nudge, so fewer customer conversations fall through the cracks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send SMS Messages
Sends one or more SMS messages to recipients.
Why this helps
Follow-ups compete with active jobs and urgent requests, making it easy to lose track of who needs a reply.
- Create a regular moment to review follow-ups.
- Send a concise reminder based on available project details.
- Keep attention on records that need action.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for follow-up reminders.
- 3Tell Notis to review available AccuLynx follow-up details and send a relevant SMS only when a contact number and clear reminder context are available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Run one real example and review the selected record and message.
Questions about this workflow
Will this find overdue follow-ups automatically?
The trigger is a recurring schedule, and no AccuLynx trigger events are listed. Notis can act only on AccuLynx information available to the automation; define how overdue status is represented or provide it in the workflow context.
Can it send a message when no contact number is present?
No. A recipient number is needed for an SMS. The workflow should report missing contact details instead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to ClickSend. A trigger fires from one place; an action lands in another.
Acculynx triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Usage by Subaccount
Retrieves monthly account usage statistics grouped by subaccount.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Account Activation Token
Sends an account activation token for verification.
Verify New Account
Verify a new account with its activation token.
Calculate Post Letter Price
Estimates the cost of sending physical letters without sending them.
Calculate SMS Campaign Price
Estimates the cost of an SMS campaign before sending.
Create Email Delivery Receipt Automation
Creates a rule that triggers actions when email delivery receipts arrive.
Create Inbound Fax Automation
Creates a rule for automating actions when faxes arrive.
Create Fax Delivery Receipt Automation
Creates a rule that triggers an action when a fax is delivered.
Connect any two apps with Notis in the middle.
Acculynx and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business ClickSend.