Turn Project Visit Requests into AccuLynx Appointments
Once the job and proposed time are clear, put the first site visit on its AccuLynx job.
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 visit request can be easy to lose while you switch from the project brief to the job calendar.
- Create the initial appointment from a supplied request.
- Keep the job ID and time details together in one handoff.
- Flag missing or unclear times before scheduling.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3Ask Notis to add an initial AccuLynx appointment for each webhook request that includes a job ID and clear start and end times.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Send one real visit request and confirm the appointment on its job.
Questions about this workflow
What does the request need to include?
It needs the AccuLynx job ID and the appointment start and end date and time.
Can this find an open time automatically?
The listed appointment action requires supplied start and end times. It does not describe availability checking, so provide a confirmed time or resolve availability separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Acculynx. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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