Keep credential-linked job appointments on your radar
Use a recurring Notis review to bring appointment details for selected jobs into one report, with credential context supplied by your process.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Job appointment summary
Lists appointments scheduled for a specific job.
Why this helps
Project appointments can be easy to lose track of when credential follow-up and job scheduling happen in separate tools.
- Review appointments for selected jobs on a predictable schedule.
- Get a consolidated report of returned appointment details.
- Keep credential context alongside the review when your process supplies it.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Acculynx once in the Notis portal.
- 2Create an automation that reviews Acculynx appointments for job identifiers you supply and summarizes relevant upcoming details.
- 3Pick the Notis recurring schedule trigger.
- 4Choose where run reports go, then test with one real job identifier and confirm the returned appointment summary is useful.
Questions about this workflow
Can this discover all jobs related to Accredible on its own?
No. The listed action retrieves appointments for a specific job. Supply the job identifiers or another process that provides them.
Does the appointment summary create or change appointments?
No. This action retrieves appointment information for a job; it does not create or modify appointments.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Acculynx. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Acculynx actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add job appointment
Schedules the first appointment for a job.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a contact
Creates a contact for a customer, lead, vendor, or other project contact.
Create a job
Creates a new construction or roofing job.
Create a lead
Creates a lead for a residential roofing project.
Job appointment summary
Lists appointments scheduled for a specific job.
List of calendars for the location
Lists calendars available to your account or organization.
List of contact types related to the company
Lists the available contact types.
Update company representative
Assigns a company representative to a job.
Connect any two apps with Notis in the middle.
Accredible certificates and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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