Put requested initial appointments on the AccuLynx job
Turn a confirmed site visit request into an AccuLynx appointment without a separate re-entry step.
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
Appointment details can get lost between a scheduling conversation and the project record.
- Keep initial appointment details with the job.
- Reduce manual transfer of confirmed time windows.
- Make appointment runs visible through Notis reports.
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 provide a name and prompt.
- 3In one instruction, ask Notis to add an initial appointment for the supplied job using the confirmed start and end times.
- 4Choose the Notis webhook trigger and select a run report destination.
- 5Test with one real request that includes a valid job and time window.
Questions about this workflow
What information does this action need?
The listed action requires a job ID plus appointment start and end date and time. The webhook request needs to supply them or make them available.
Can it find an available calendar time?
This workflow creates an appointment using supplied times. It does not claim to check availability or choose a time.
Can it schedule recurring visits?
The listed action is for the initial appointment for a specific job. Recurring scheduling is not described by this action.
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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