Keep first site visits from slipping through
Review upcoming project work regularly and put confirmed first visits onto their AccuLynx jobs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add job appointment
Schedules the first appointment for a job.
Why this helps
A first visit may be agreed in conversation but never recorded against the project calendar.
- Add a recurring check for first visits needing a calendar record
- Connect appointment creation to an identified job
- Use the confirmed start and end times provided
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 provide a name and prompt.
- 3Describe how to identify a confirmed first visit and require its job id and start and end times.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one real job and confirmed appointment times and verify the calendar entry.
Questions about this workflow
Will Notis invent a visit time if the deal has none?
No. The action requires start and end date and times. Provide those details or have the workflow wait until they are known.
Can it create recurring appointments?
The listed action is for scheduling the initial appointment for a specific job. No recurring appointment behavior is described.
What should the prompt do when no job id is available?
Have Notis report that the appointment cannot be created until a specific AccuLynx job id is available.
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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