Keep an overview of calendars available in AccuLynx
Get a periodic view of the calendars available to your organization without repeatedly navigating to AccuLynx.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List of calendars for the location
Lists calendars available to your account or organization.
Why this helps
Finding the right calendar can interrupt work when you need a quick view of the organization's available scheduling options.
- Retrieve the calendars associated with the authenticated user or organization.
- Make available scheduling calendars easier to review in a recurring report.
- Reduce tool switching when checking calendar options.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and AccuLynx once in the Notis portal.
- 2Create an automation and ask Notis to summarize the available calendars.
- 3Choose a recurring schedule and the channel for run reports.
- 4Run one real example and confirm the calendar overview is useful.
Questions about this workflow
Does this schedule appointments?
No. It retrieves a list of calendars. Use the AccuLynx appointment action in a separate workflow when you have a job and confirmed time.
What calendars can it show?
The action retrieves calendars associated with the authenticated user or organization in AccuLynx.
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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