Keep Upcoming Job Visits Visible During Follow-Up
Bring scheduled job appointments into a regular review so campaign follow-up and project coordination do not rely on memory alone.
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
A scheduled visit can be easy to overlook when campaign conversations and job calendars live in different places.
- Create a regular view of scheduled appointments for a job.
- Reduce context switching during follow-up preparation.
- Make appointment timing easier to include in a work summary.
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 review.
- 3Tell Notis to retrieve and summarize appointments for the specified AccuLynx job, using only campaign context that is supplied or available.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real job ID and confirm the appointment summary is accurate.
Questions about this workflow
Does this create or change an appointment?
No. The selected action retrieves a list of appointments associated with a specific job.
What does Notis need to look up appointments?
It needs the specific AccuLynx job ID. The action list does not include job search.
Can the report include AimTell campaign activity?
Only if that context is made available to Notis. The appointment action returns appointment information for the specified job.
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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