Put a Confirmed Site Visit on the AccuLynx Job
Once the job and appointment times are confirmed, send the scheduling details into AccuLynx without switching away to re-enter them.
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
Confirmed visit details can be lost between customer coordination and the calendar where the job is managed.
- Reduce manual entry of confirmed appointment times.
- Keep the initial visit associated with the specified AccuLynx job.
- Surface missing job or timing details before scheduling.
Setup
Build it in a few focused steps.
- 1Connect AimTell and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the appointment workflow.
- 3Ask Notis to schedule the initial appointment for the specified AccuLynx job using confirmed start and end times from the webhook request.
- 4Select the webhook trigger and choose where run reports should go.
- 5Test with one real confirmed request and verify the appointment on the job.
Questions about this workflow
Can this workflow find a job from an email address?
The listed appointment action requires a job ID. Include the ID in the webhook request; no job search action is listed.
Can Notis choose an appointment time based on calendar availability?
No availability or booking action is listed. This workflow uses confirmed start and end times supplied in the request.
Does it schedule follow-up appointments too?
The action is described as setting up the initial appointment for a job. Do not use it to assume support for later appointments.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Acculynx. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Acculynx, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Acculynx.