Schedule AccuLynx Site Visits from Project Updates
When a project update includes confirmed timing, let Notis put the appointment on the job.
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
Confirmed visit details can be buried in research updates and still need manual calendar entry.
- Create appointments for identified jobs.
- Use confirmed start and end times from the update.
- Reduce missed handoffs from project research.
Setup
Build it in a few focused steps.
- 1Connect Agenty and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3In one instruction, ask Notis to add an AccuLynx job appointment only when the received update includes an existing job ID and start and end times.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real update containing a valid job ID and appointment times.
Questions about this workflow
Can this create a job if one does not exist?
No. The appointment action requires a job ID for a specific job.
What timing information is required?
The appointment action requires a start date and time and an end date and time.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Acculynx. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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