Skip to content
Notis

Keep Acculynx follow-up leads moving on schedule

Let a recurring Notis check surface eligible Acculynx leads and request Dialpad callbacks, using follow-up criteria you define.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create callback

Queues a callback request for an agent at a call center to handle.

Why this helps

Follow-up can slip when lead lists need repeated manual review and callbacks have to be requested one at a time.

  • Creates a predictable lead review routine.
  • Reduces manual checking of Acculynx records for follow-up candidates.
  • Requests callbacks only when required phone and call center details are available.

Setup

Build it in a few focused steps.

  • 1Connect Acculynx and Dialpad once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for scheduled lead follow-up.
  • 3Tell Notis which Acculynx leads qualify for a callback, including the follow-up criteria and the required callback details.
  • 4Choose a recurring schedule trigger and choose where run reports should go.
  • 5Run one real example and review which lead qualified and the resulting Dialpad callback request.

Questions about this workflow

Can Notis infer which leads are due for follow-up?

No. State the qualification criteria in your instruction, and make sure Acculynx provides the fields needed to apply them. If a due date or status is unavailable, supply an alternative rule.

What does the schedule trigger do?

A Notis cron trigger starts the automation on a recurring schedule you select in the automation setup.

Does Dialpad place a call directly?

The listed action creates a callback request in a Dialpad call center. Dialpad's callback handling determines when the call occurs.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Acculynx to Dialpad. A trigger fires from one place; an action lands in another.

Acculynx triggers

Dialpad actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Access control policies listing

View a company's access control policies.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add blocked phone numbers

Add phone numbers to the blocked list to prevent calls or messages from them.

ActionInstant

Add department operator by id

Add an operator to a department.

ActionInstant

Add member to channel

Add a user to a channel.

ActionInstant

Add member to coaching team

Add a member to a coaching team.

ActionInstant

Add operator to call center

Add an operator to a call center.

ActionInstant

Add operator to office

Add an operator to an office.

ActionInstant

Add participant to call

Add someone to an ongoing call.

ActionInstant

Connect any two apps with Notis in the middle.

Acculynx and Dialpad, 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 Dialpad.