Review Project Research Beside Job Appointments
See project context and a job's scheduled appointments together in one run report.
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
Preparing for a job takes extra effort when appointment history and current external information are separate.
- Retrieve appointments for a specified job.
- Bring research and schedule context into one report.
- Reduce manual context gathering before a review.
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.
- 3Ask Notis in one instruction to research specified project sources with Agenty and retrieve the appointment summary for the AccuLynx job you identify.
- 4Choose a Notis schedule and select where run reports should go.
- 5Test with one real job ID and review the combined report.
Questions about this workflow
Does this find the job ID automatically?
The job appointment summary action is for a specific job. Supply its identifier in the instruction or relevant input.
Will it change the calendar?
No. The appointment summary action retrieves appointment information.
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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