Give promising AccuLynx projects a sales opportunity
Let project context reach the sales pipeline when your system sends an update worth tracking.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Opportunity
Create a new opportunity.
Why this helps
A promising project update can be easy to miss when the sales pipeline lives outside AccuLynx.
- Surface project context in the sales pipeline
- Reduce manual handoffs
- Keep follow-up tied to a CRM record
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 opportunity from the relevant project details sent in an AccuLynx webhook request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project update.
Questions about this workflow
Does Notis know which project updates are promising?
Notis can assess the information in the request against the instruction you provide. Include the project context and the criteria you want it to use.
Can it estimate an opportunity value?
Only if the request supplies a value or you provide a reliable rule for deriving one. Otherwise, leave the value for a person to review.
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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