Put the first booked meeting on the job
Keep the first customer meeting connected to the construction job it concerns.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add job appointment
Schedules the first appointment for a job.
Why this helps
A booked first meeting can remain disconnected from the job record, leaving the team to find its details elsewhere.
- Keep the initial meeting with its related job.
- Reduce manual calendar handoff work.
- Make missing job or timing details visible.
Setup
Build it in a few focused steps.
- 1Connect Agiled and AccuLynx once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe when a booked meeting should become the initial AccuLynx appointment and how to report gaps.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real booked meeting.
Questions about this workflow
Does this action create a calendar?
No. AccuLynx provides separate calendar listing and appointment actions. This workflow uses the initial appointment action for a specific job.
What if the meeting is already in AccuLynx?
The provided action description does not specify duplicate handling. Use available context to check, or instruct Notis to flag possible duplicates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Acculynx. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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