Schedule the first site visit from a ready project packet
Turn a confirmed appointment window and job reference into an AccuLynx appointment, without another round of manual entry.
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 site visit can fall through the cracks while someone transfers the time into the job calendar.
- Schedule an initial job appointment using the supplied job and time details.
- Keep confirmed visit information attached to the relevant AccuLynx job.
- Reduce manual calendar entry after paperwork is ready.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and AccuLynx once in the Notis portal.
- 2Create an automation and describe how a confirmed visit should be scheduled.
- 3Choose the webhook trigger and where run reports should go.
- 4Send one real job and appointment example, then review the AccuLynx appointment.
Questions about this workflow
What information is required to schedule the appointment?
The request must include the AccuLynx job identifier and appointment start and end date and time.
Will this choose a time from the document?
Notis can use a time included in the webhook request. The workflow does not create an appointment time that was not supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Acculynx. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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