Turn Monitored Milestones into Job Appointments
Connect recurring project checks to appointment scheduling when the details are ready.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add job appointment
Schedules the first appointment for a job.
Why this helps
Milestones found during periodic checks can be forgotten before they make it onto the job calendar.
- Check specified sources on a recurring schedule.
- Schedule appointments only when job and time details are present.
- Keep monitoring outcomes actionable.
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 and milestones to monitor and ask Notis to schedule appointments only when a valid existing job ID and start and end times are returned.
- 4Choose a Notis schedule and select where run reports should go.
- 5Test with one real milestone that includes the required appointment details.
Questions about this workflow
Will this infer an appointment time from a milestone?
No. Provide exact start and end times in the research result or instruction before an appointment can be added.
Does the job need to exist already?
Yes. Adding an appointment requires the specific AccuLynx job ID.
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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