Put assigned AccuLynx work on the Dynamics task list
Make an assigned project task visible in the CRM where your team organizes follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task activity and returns its selected representation.
Why this helps
Assigned work can fall between systems when project tasks and CRM follow-up are tracked separately.
- Reduce missed handoffs
- Keep task context accessible
- Bring project follow-up into a familiar task list
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Dynamics 365 task from the task details and assignment context in each webhook request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real task assignment request.
Questions about this workflow
Will the workflow assign the Dynamics task to the same person?
The task action can use only details supported by its inputs and supplied context. Confirm the task owner information is present and usable in your setup.
Does AccuLynx send task events directly to Notis?
No native AccuLynx triggers are listed. An HTTP request must be sent to the Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Dynamics365. A trigger fires from one place; an action lands in another.
Acculynx triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Acculynx and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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