Prepare AccuLynx Jobs for Site Visit Scheduling
Get the project record ready in AccuLynx once an inquiry is ready to move toward a site visit, so the appointment can be handled in the right job context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a job
Creates a new construction or roofing job.
Why this helps
Teams can lose time when they try to schedule a site visit before the project has a usable job record.
- Create a job record before appointment scheduling work.
- Keep project setup tied to the inquiry details supplied.
- Report missing information before scheduling becomes a blocker.
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 site visit preparation flow.
- 3Tell Notis to create an AccuLynx job for inquiries marked ready for a site visit when required project details are supplied.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real ready inquiry and confirm the job record in AccuLynx.
Questions about this workflow
Does this schedule the site visit too?
No. This workflow creates the job. Scheduling an initial appointment is a separate AccuLynx action and requires the job ID and appointment times.
How does Notis know an inquiry is ready?
The webhook request must include that status or the instruction must provide an explicit criterion.
What job details should be supplied?
Provide the associated contact, location, job category, work type, priority, and trade types where required.
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
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