Make time for a regular AccuLynx lead review
Set a recurring review that turns the leads you identify as ready for follow-up into Dynamics records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Create a new lead.
Why this helps
Leads gathered during busy project work can wait too long for someone to review and enter them in the CRM.
- Create a predictable review rhythm
- Reduce backlog of manual CRM entry
- Apply your stated follow-up criteria consistently
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 review available AccuLynx leads and create a Dynamics 365 lead only when your stated criteria are met.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real lead before relying on the recurring run.
Questions about this workflow
What starts the scheduled run?
Notis starts it on the recurring schedule you choose. AccuLynx has no listed native trigger events.
Can the workflow detect leads that have never been processed?
Only if the available AccuLynx data provides a reliable way to identify them or you supply a tracking rule. Otherwise, include a review process to prevent duplicate records.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.