Keep new AccuLynx leads ready for Clientary follow-up
A new opportunity comes in from AccuLynx. Notis can prepare the matching lead in Clientary so you can focus on the next conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead record.
Why this helps
Copying prospect details between systems creates busywork and makes it easy for a promising lead to go quiet.
- Reduce duplicate entry for new prospects.
- Keep lead details available in the client management workflow.
- Make follow-up easier to pick up after switching tasks.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that each incoming AccuLynx lead should be added as a Clientary lead, using the received details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real lead and review the Clientary result.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. AccuLynx does not provide a listed trigger event here, so an external sender must send the lead details.
Does it create a full Clientary client?
No. This workflow uses Clientary's Create Lead action. Create a client separately when the prospect is ready to become a client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Clientary. A trigger fires from one place; an action lands in another.
Acculynx triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Acculynx and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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