Bring job appointments into your regular project review
See scheduled visits and milestones as part of a recurring review of the work behind your Affinity deals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Job appointment summary
Lists appointments scheduled for a specific job.
Why this helps
Project appointments can be scattered across job records, making regular follow-up harder to keep in view.
- Include scheduled events in a recurring project review
- Focus each lookup on a specific job
- Give the team one concise summary for 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 provide a name and prompt.
- 3Describe which jobs to review, provide their ids, and ask Notis to summarize returned appointments.
- 4Choose a recurring Notis schedule and a channel for run reports.
- 5Test with one real job id and confirm the summary against its appointment list.
Questions about this workflow
Can this find all jobs from Affinity automatically?
The action needs a specific job id. State how the jobs are identified and ensure their ids are available to Notis.
Does it change the appointment schedule?
No. It retrieves a summary of appointments associated with the job.
Can the prompt compare the appointments to a prior week?
Only if the prior results are supplied or accessible. The action provides a list for the job and does not promise historical snapshots.
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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