Keep job related calls visible in Close
Capture the call context where your sales activity lives, without stopping to recreate the record by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Call
Creates a record of an inbound or outbound call.
Why this helps
When a job conversation stays in a separate system, the sales context can be hard to find during the next customer touchpoint.
- Keep relevant job conversations alongside sales activity.
- Preserve call notes and supplied details in Close.
- Make it easier to pick up context before the next 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 to create a Close call record from the call details received.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real call example and review its Close activity.
Questions about this workflow
Which call details can Close store?
The action supports a lead ID and direction, plus optional contact, phone, duration, note, recording URL, and user ID.
Does AccuLynx send calls directly to Notis by itself?
No native AccuLynx trigger is listed. An external system must send the call details to the Notis webhook.
Can this create a Close lead if one is missing?
This workflow uses the Close call action. The call action expects a lead ID, so the needed lead association must be available.
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
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