Keep every important AccuLynx lead detail easy to find
Send a lead update to Notis and get a clear, searchable brief in Cody.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a text-based document in the knowledge base.
Why this helps
Lead details can be scattered across updates, making it easy to lose the next step or repeat discovery work.
- Make lead context searchable in Cody
- Surface decisions, open questions, and follow-up actions
- Reduce time spent rereading project updates
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Cody once in the Notis portal.
- 2Create an automation by telling Notis to turn each received lead update into a concise Cody brief.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Send one real AccuLynx lead update to the webhook and review the Cody document.
Questions about this workflow
What starts this workflow?
A webhook starts it when an HTTP request containing an AccuLynx lead update reaches Notis. AccuLynx has no listed native trigger event.
What will the Cody document contain?
Ask Notis to summarize the supplied update, preserve useful lead details, and call out decisions, questions, and follow-up actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Cody. A trigger fires from one place; an action lands in another.
Acculynx triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Starts a new conversation with a bot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a text-based document in the knowledge base.
Create Document From File
Creates a knowledge base document from an uploaded file.
Create Document from Webpage
Creates a knowledge base document from a public webpage.
Create Folder
Creates a folder to organize documents or conversations.
Delete Conversation
Permanently deletes a conversation.
Delete Document
Deletes a document.
Get Conversation
Retrieves a conversation and its details.
Connect any two apps with Notis in the middle.
Acculynx and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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