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Notis

Get Appointment Context with Each Project Update

See what changed in the research alongside the appointments already associated with the job.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Job appointment summary

Lists appointments scheduled for a specific job.

Why this helps

A new update is less useful when the job's existing appointment context requires a separate lookup.

  • Retrieve appointments for the identified job.
  • Review external findings beside existing schedule details.
  • Save a separate lookup during project triage.

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 summarize the Agenty update and retrieve the appointment summary for the specified AccuLynx job.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Send one real update with a valid job ID and review the combined report.

Questions about this workflow

Does this add or change appointments?

No. The selected action retrieves an appointment summary.

What information is needed to retrieve the summary?

The action retrieves appointments associated with a specific job, so provide that job's identifier.

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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