Put a confirmed first site visit on the AccuLynx job
Once a project and time are agreed, record the first appointment with the job context attached.
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 be missed when the agreement stays in a conversation instead of the job calendar.
- Record a confirmed initial appointment against its job.
- Use explicit start and end times from the request.
- Flag missing job or time details before attempting to schedule.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the appointment outcome to Notis.
- 3Ask Notis to schedule an initial appointment only when the request includes an existing job and confirmed start and end times.
- 4Choose the Notis webhook trigger and a destination for run reports.
- 5Test with one real job and confirmed time window, then verify the appointment.
Questions about this workflow
Does this create a job if one does not exist?
No. The appointment action requires a specific job. Create the job first or ask Notis to flag the missing job.
Can Notis choose a calendar?
This workflow does not assume a calendar selection capability. Use only the appointment information supported by the available action and your request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Acculynx. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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