Review Project Changes Alongside Job Appointments
Prepare a concise recurring view of external changes and the appointments already on your jobs.
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
Recurring project reviews take too long when research and appointment context must be gathered separately.
- Combine scheduled research with job appointment summaries.
- Review timing for specified jobs alongside external changes.
- Keep recurring project checks in one report.
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.
- 3Specify the sources to monitor and the AccuLynx job IDs whose appointment summaries should be included.
- 4Choose a Notis schedule and select where run reports should go.
- 5Run one real test and review the findings and appointment summaries.
Questions about this workflow
Can it summarize every job automatically?
Provide the job identifiers you want included. The listed action retrieves appointments for a specific job.
Will the workflow reschedule appointments?
No. The selected action retrieves appointment information and does not modify the calendar.
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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