Get the first site visit onto the AccuLynx calendar
Turn a ready project handoff into a scheduled first meeting or site visit with fewer follow-up steps.
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
The first visit can be delayed while someone transfers project context and scheduling details between tools.
- Reduce the gap between project readiness and scheduling.
- Keep the first visit attached to its job.
- Flag missing dates or job identifiers for follow-up.
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 to add an initial appointment and how to handle missing job or time details.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real job and appointment window.
Questions about this workflow
Does this action create the AccuLynx job too?
No. The appointment action requires a specific job. Create or identify the job separately before scheduling.
Can Notis pick an appointment time for me?
The action requires start and end date and time. Those must be supplied by the Agiled data or your instruction; Notis should report if they are missing.
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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