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Notis

Prepare Planning with AccuLynx Calendar Context

Pair fresh research with a current view of calendars available to your AccuLynx organization.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List of calendars for the location

Lists calendars available to your account or organization.

Why this helps

Planning takes longer when fresh external context and available calendars have to be gathered separately.

  • Retrieve the calendars available to the authenticated organization.
  • Pair calendar context with scheduled web research.
  • Receive the results together in a run 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.
  • 3Ask Notis in one instruction to research your specified planning sources with Agenty and retrieve the AccuLynx calendars for the location.
  • 4Choose a Notis schedule and select where run reports should go.
  • 5Test with one real run and review both the research and calendar results.

Questions about this workflow

Does listing calendars schedule an appointment?

No. This action retrieves a list of calendars; it does not create an appointment.

Which calendars will it return?

The action retrieves calendars associated with the authenticated user or organization. The workflow does not assume a particular 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.

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.

Agenty and Acculynx, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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