Schedule the first project visit from Affinity context
Once a job and visit window are confirmed, give the initial site meeting a place on the AccuLynx calendar.
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 visit can fall through while job details and scheduling live in separate places.
- Reduce re-entry when setting up the initial visit
- Keep a confirmed visit tied to its AccuLynx job
- Make scheduling follow-through more consistent
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 add a name and prompt.
- 3Describe when a deal has a confirmed job and initial visit time, including required start and end times.
- 4Choose the Notis webhook trigger and a destination for run reports.
- 5Test with one real job and confirmed time, then verify the appointment in AccuLynx.
Questions about this workflow
Can this schedule an appointment before there is an AccuLynx job?
The action requires a specific job id. Create or identify the job first, then schedule its initial appointment.
What time details are required?
The action requires the job id, start date and time, and end date and time. Provide them in the source context or webhook request.
Does this automatically select a calendar?
No calendar-selection behavior is specified for this action. The workflow only describes the supported appointment action and required job and time details.
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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