See a job's AccuLynx appointments in a scheduled report
Get a recurring summary of the appointments attached to a specific job, without reopening the calendar each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Job appointment summary
Lists appointments scheduled for a specific job.
Why this helps
Appointment details are easy to overlook when they live inside a project record you do not check every day.
- Bring one job's appointment list into a recurring report.
- Reduce the effort of repeatedly opening project calendars.
- Use Notis to summarize the data returned by AccuLynx.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis in one instruction to retrieve and summarize appointments for the supplied AccuLynx job.
- 4Choose a Notis schedule and where run reports should go.
- 5Test with one real job ID and verify the summary against returned appointments.
Questions about this workflow
Can it review every job?
The listed action retrieves appointments associated with a specific job. Provide the job identifier to review.
Does it create or change appointments?
No. This action retrieves a list of appointments for the job.
Will it flag schedule conflicts?
It can summarize the returned appointment information. The listed action description does not specify a conflict-checking capability.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Acculynx. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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