Bring contract context into job planning
Check the available contract records while reviewing the job, without breaking focus to search manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Subscription Contracts
Retrieve a list of subscription contracts.
Why this helps
Contract context can be overlooked when it takes a separate search during job planning.
- Search contracts with the options supported by Appointo.
- Bring returned contract details into a job planning review.
- Keep the lookup focused on a request that needs contract context.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Appointo once in the Notis portal.
- 2Create an automation in Automations, then choose a name and prompt.
- 3Tell Notis to list Appointo subscription contracts using a supported search term from the incoming AccuLynx job request when contract context is needed.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request that needs a contract lookup.
Questions about this workflow
Does this change a subscription contract?
No. It lists contracts for review.
What if the request has no useful search term?
The workflow should ask for or use a suitable term supplied in the request; it should not assume unavailable contract details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Appointo. A trigger fires from one place; an action lands in another.
Acculynx triggers
Appointo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate Appointo API Token
Verify that an API token is valid before making other calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Retrieve a list of appointments.
List Bookings
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List Products
Retrieve the available products.
List Subscription Contracts
Retrieve a list of subscription contracts.
Connect any two apps with Notis in the middle.
Acculynx and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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