Move AccuLynx lead details into Dynamics 365
Capture the lead and its useful context in Dynamics 365 as soon as your system sends a webhook.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Create a new lead.
Why this helps
New project leads can sit in one system while the person responsible for sales works in another.
- Reduce duplicate lead entry
- Keep lead context near sales follow-up
- Create a clear handoff 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 lead from the lead details in each AccuLynx webhook request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real AccuLynx lead request.
Questions about this workflow
Does AccuLynx provide a native trigger for this workflow?
No. Notis starts it when an HTTP request reaches its webhook trigger. Your connected system or backend must send the AccuLynx lead details.
Can Notis fill in information that is missing from the request?
Notis can use the information provided in the request. Any missing lead details need to be supplied by your connected system or added by a person.
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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