Find the Close notes that matter for AccuLynx projects
Bring scattered sales notes back into view before you make the next project or customer decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Notes
Retrieves recorded notes.
Why this helps
Useful customer context is easy to overlook when notes and project details are split across systems.
- Review relevant Close notes in one scheduled pass.
- Bring sales context into project decisions.
- Reduce manual searching before a follow-up.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis from any channel.
- 3Tell Notis which project context to review and how to summarize relevant Close notes.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real project and confirm the notes returned are relevant.
Questions about this workflow
Can the notes action search by project name?
The listed action supports filtering notes by lead ID, user ID, and date range. A project name filter is not listed.
What if the project does not identify a Close lead?
Provide a Close lead ID or another supported filter in the request or instruction. The action cannot be assumed to resolve a project to a lead.
Will this create or edit notes in Close?
No. The listed action retrieves notes. This workflow summarizes returned notes in its run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Close. A trigger fires from one place; an action lands in another.
Acculynx triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Acculynx and Close, 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 Close.