Start the day with a brief of job appointments
Review upcoming appointments for the AccuLynx jobs you care about in one focused summary, instead of checking each job separately.
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
Checking multiple job calendars at the start of the day adds context switching before work can begin.
- Retrieve appointment summaries for specified AccuLynx jobs on a schedule.
- Bring upcoming site visits and project milestones into one readable brief.
- Reduce the effort of checking job calendars one by one.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and AccuLynx once in the Notis portal.
- 2Create an automation and describe which job appointments to summarize.
- 3Choose the recurring schedule and where run reports should go.
- 4Run it once with a real job and review the appointment brief.
Questions about this workflow
Does this include every AccuLynx calendar?
The appointment summary action retrieves appointments associated with a specific job. Specify the jobs you want included.
Where does the scheduled brief go?
Choose the report channel in the Notis automation setup.
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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