Turn an Acculynx Project into a Salesforce Opportunity
Bring a sales opportunity into Salesforce with the project context and deal details your team provides.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
A project can be active in the field while its related sales opportunity is missing or incomplete in the CRM.
- Create a Salesforce opportunity from supplied project and deal context.
- Keep opportunity details available in the CRM pipeline.
- Avoid retyping basic deal information.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and Salesforce once in the Notis portal.
- 2Create an automation and describe the opportunity to create from the project context, including the required Salesforce deal details.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Test with one real project and review the opportunity in Salesforce.
Questions about this workflow
What information should I provide?
Provide the opportunity details your Salesforce org requires, including the name, stage, and close date, plus any valid account reference you want associated.
Will Notis guess missing deal details?
Tell Notis how to handle missing information. Required values should be supplied in the request or obtained from available project context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Salesforce. A trigger fires from one place; an action lands in another.
Acculynx triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Acculynx and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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