Start lead review with a clear Slack summary
Bring a concise lead review into Slack on a schedule, using the AccuLynx data available to the automation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Starting a lead review can take extra effort when people must first gather context from multiple records.
- Give the team a repeatable starting point for lead review.
- Summarize available lead details in one message.
- Make it easier to spot leads needing attention.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Slack once in Notis.
- 2Create an automation in Notis and name it for the scheduled lead review.
- 3Tell Notis to review the available AccuLynx lead information and post a concise Slack summary of leads that may need attention.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real lead review.
Questions about this workflow
Can the summary show which leads changed since the last run?
Only when AccuLynx provides change information or a prior baseline is supplied. Otherwise, the summary can describe the current available data.
Can I choose when the review runs?
Yes. Select the recurring schedule when setting up the Notis cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Slack. A trigger fires from one place; an action lands in another.
Acculynx triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Acculynx and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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