Turn AccuLynx job requests into Close leads
Capture the opportunity once and let Notis create its Close record, so you can keep moving without re-entering the basics.
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 in the sales pipeline.
Why this helps
Re-entering lead and company details between job management and sales tools creates busywork and leaves opportunities easy to miss.
- Reduce duplicate entry when a job opportunity arrives.
- Keep available company and contact details together in Close.
- Start sales follow-up with a clearer lead record.
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 lead from the AccuLynx details in each request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real AccuLynx request and review the Close lead.
Questions about this workflow
Does AccuLynx provide a native trigger for this workflow?
No. AccuLynx has no listed trigger events, so an external system must send an HTTP request to start the Notis webhook.
What information can the workflow put on a Close lead?
The available Close action supports company name, description, website, lead status, contacts, and addresses. Notis can use details present in the request.
Does this automatically create a lead every time?
The prompt can tell Notis when a request represents a new sales opportunity. Test with a real example and review the result.
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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