Keep AccuLynx lead contacts in Dynamics 365
Give your team a contact record they can find in its CRM, without retyping details from a lead handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact.
Why this helps
Person details included with a project lead can be hard to find later if they never reach the CRM.
- Keep person details available to the team
- Cut repeated CRM entry
- Make later sales follow-up easier
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 contact using person details supplied in an AccuLynx webhook request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request containing contact details.
Questions about this workflow
What starts the workflow?
An HTTP request to the Notis webhook starts it. AccuLynx has no listed native trigger event.
Does this also create a lead?
This workflow creates a contact. Use a separate workflow if you also want to create a Dynamics 365 lead.
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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