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Notis

Put requested site visits on the AccuLynx job calendar

Turn a scheduling request into a job appointment while the proposed visit details are in front of you.

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

Site visits can be missed when scheduling details stay in a sales conversation instead of the job calendar.

  • Reduce manual calendar entry for requested visits.
  • Keep appointment timing attached to the relevant job.
  • Make the scheduling handoff visible in run reports.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and AccuLynx once in the Notis portal.
  • 2Create an automation and describe the appointment outcome.
  • 3Tell Notis to create an AccuLynx appointment using the job identifier and start and end times in the request.
  • 4Choose the webhook trigger and a destination for run reports.
  • 5Test with one real request and confirm the appointment on its job.

Questions about this workflow

What does the request need to include?

The appointment action requires a job identifier, start date and time, and end date and time.

Does this create the first appointment for a job?

The listed action is described for scheduling 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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