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Notis

Get approved site visits onto the AccuLynx job

When a visit request includes a job and a confirmed time window, let Notis add the initial appointment to AccuLynx.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Add job appointment

Schedules the first appointment for a job.

Why this helps

A confirmed visit can still be missed when its time is buried in a message instead of added to the job calendar.

  • Put confirmed visit times on the relevant job.
  • Avoid retyping appointment details from a request.
  • Keep appointment creation tied to a specific job and time window.

Setup

Build it in a few focused steps.

  • 1Connect Abstract and AccuLynx once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to process the visit request and add an initial AccuLynx appointment only when the job id and start and end times are supplied and confirmed.
  • 4Pick the webhook trigger and choose a report channel.
  • 5Test with one real request for a job with a confirmed time.

Questions about this workflow

What does AccuLynx need to schedule the appointment?

The listed action requires the job id, start date and time, and end date and time.

Can this choose an appointment time from an open calendar?

The available event list includes calendar listing and job appointment summary retrieval, but the appointment creation action needs a specified time window. Provide and confirm that window in the request.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Abstract to Acculynx. A trigger fires from one place; an action lands in another.

Abstract triggers

Acculynx actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add job appointment

Schedules the first appointment for a job.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create a contact

Creates a contact for a customer, lead, vendor, or other project contact.

ActionInstant

Create a job

Creates a new construction or roofing job.

ActionInstant

Create a lead

Creates a lead for a residential roofing project.

ActionInstant

Job appointment summary

Lists appointments scheduled for a specific job.

ActionInstant

List of calendars for the location

Lists calendars available to your account or organization.

ActionInstant

List of contact types related to the company

Lists the available contact types.

ActionInstant

Update company representative

Assigns a company representative to a job.

ActionInstant

Connect any two apps with Notis in the middle.

Abstract and Acculynx, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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