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Notis

Keep confirmed inspections on the job calendar

Once an inspection time is confirmed, put the visit on its AccuLynx job so the team can find it in context.

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 inspection can still be missed if its time remains only in a sales conversation.

  • Attach the confirmed visit to its job.
  • Reduce the chance of a scheduled inspection being overlooked.
  • Use the confirmed start and end times provided in the request.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and AccuLynx once in the Notis portal.
  • 2Create an automation for confirmed inspection scheduling.
  • 3Tell Notis to add an AccuLynx appointment for the job using the confirmed start and end times in the request.
  • 4Select the webhook trigger and choose a report destination.
  • 5Test with one confirmed inspection and verify the job appointment.

Questions about this workflow

Does the appointment need a job identifier?

Yes. The action requires the job identifier along with start and end date and time.

Can this schedule multiple appointments on one job?

The listed action is described as setting up the initial appointment for a specific job.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Acculynx. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Acculynx actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add job appointment

Schedules the first appointment for a job.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create a contact

Creates a contact for a customer, lead, vendor, or other project contact.

ActionInstant

Create a job

Creates a new construction or roofing job.

ActionInstant

Create a lead

Creates a lead for a residential roofing project.

ActionInstant

Job appointment summary

Lists appointments scheduled for a specific job.

ActionInstant

List of calendars for the location

Lists calendars available to your account or organization.

ActionInstant

List of contact types related to the company

Lists the available contact types.

ActionInstant

Update company representative

Assigns a company representative to a job.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Acculynx, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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