Catch Acculynx Work That Needs a Salesforce Follow-up
Let a scheduled review surface the work you define as needing attention and put the next step into Salesforce.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Open work can fade from view when there is no regular moment to review project context and capture a next step.
- Review relevant Acculynx work on a recurring schedule.
- Capture selected follow-ups as Salesforce tasks.
- Use criteria you define instead of relying on an unlisted project status field.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and Salesforce once in the Notis portal.
- 2Create an automation and describe which Acculynx work to review and what should become a Salesforce task.
- 3Pick the recurring schedule trigger and choose where run reports should go.
- 4Test with one real example and confirm the created task.
Questions about this workflow
Can I ask it to find overdue work?
Yes, if the available Acculynx context exposes the dates or status you need. Specify your criteria and provide any missing baseline or rules in the prompt.
Does this run at a schedule I choose?
Yes. Select a recurring schedule trigger when creating the automation.
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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