Check upcoming appointments while reviewing a deal
Bring a job's scheduled visits and milestones into the same review where you consider its deal context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Job appointment summary
Lists appointments scheduled for a specific job.
Why this helps
A team can review deal progress without seeing the appointments already attached to its project job.
- Surface appointments for a specific job during a review
- Reduce switching between deal and project context
- Make scheduled events easier to include in follow-up
Setup
Build it in a few focused steps.
- 1Connect Affinity and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3Describe when to retrieve an appointment summary and ensure the specific AccuLynx job id is available.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real job id and confirm the returned appointments.
Questions about this workflow
What does this action need?
It retrieves appointments associated with a specific AccuLynx job. Provide the job id in the request or connected context.
Can it create missing appointments?
No. It summarizes appointments already associated with the job. Adding the initial appointment uses a separate action.
Does it summarize all company appointments?
No. The action is for a specific job's appointment calendar.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Acculynx. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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