Keep scheduled job appointments visible
Have Notis check for available Acculynx appointment details on a recurring schedule and put new events on your CRM calendar.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Calendar Event
Create a calendar event for a meeting, appointment, or other scheduled activity.
Why this helps
Appointments can be forgotten when no one has time to reconcile job schedules and customer calendars.
- Add a regular calendar review to the workflow.
- Keep appointment details near customer records in the CRM.
- See a report for each scheduled run.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and CentralStationCRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for appointment review.
- 3Tell Notis to review available Acculynx appointments and create a CentralStationCRM calendar event for each new appointment.
- 4Choose a recurring schedule and a report destination.
- 5Test with one real appointment.
Questions about this workflow
Does this use an Acculynx trigger?
No. A Notis schedule starts the workflow, which then reviews available Acculynx data.
What if appointment details are incomplete?
The calendar action needs the relevant event details. Supply missing time or title information in the source data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Centralstationcrm. A trigger fires from one place; an action lands in another.
Acculynx triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Checks whether the API connection is active.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count Activities
Retrieve the activity count for a record, account, or user.
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Retrieve the total number and combined file size of attachments.
Create Deal
Creates a new sales deal.
Count Avatars
Retrieve the total number and combined storage size of avatars.
Count Companies External Emails
Count external emails associated with a company.
Create Person Address
Adds an address to a person’s record.
Count Deals External Emails
Count external emails associated with a deal.
Connect any two apps with Notis in the middle.
Acculynx and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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