Schedule AccuLynx site visits after campaign follow-up
Once a campaign-sourced opportunity becomes a job and its visit time is agreed, put the initial appointment on the job.
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
Agreed site visits can be forgotten when the job record and scheduling conversation happen in separate places.
- Create the initial appointment for a specific AccuLynx job.
- Use confirmed start and end times from the webhook request.
- Keep the scheduled visit tied to its job.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to add the initial AccuLynx job appointment only when the request includes a valid job ID and confirmed start and end times.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real job and confirmed appointment time.
Questions about this workflow
Can this workflow pick an available time automatically?
The listed action requires appointment start and end times. Provide confirmed times in the request; calendar availability is not implied by this action.
Does the job need to exist already?
Yes. The action schedules an appointment for a specific job, so the request needs its AccuLynx job ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Acculynx. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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