Create Salesforce Accounts from Acculynx Project Context
Carry the company information behind a project into Salesforce without typing the same basics twice.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
Project context can sit apart from CRM account records, making it harder to keep customer information together.
- Create a CRM account from company details already available for a project.
- Reduce manual copying between project and customer records.
- Give your team a Salesforce account to build on.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and Salesforce once in the Notis portal.
- 2Create an automation and describe creating a Salesforce account from company details in the Acculynx project context.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Test with one real project example and review the Salesforce account.
Questions about this workflow
Can this use custom account fields?
The action creates an account with specified information. Custom fields may require org-level setup, so include only fields already supported in your Salesforce org.
Does this detect a new project by itself?
No Acculynx trigger events are listed. The Notis webhook must be started by an HTTP request.
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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