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Notis

Review a job's appointments from your research workflow

When project research points to a follow-up, have Notis retrieve the job's AccuLynx appointment summary for review.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Job appointment summary

Lists appointments scheduled for a specific job.

Why this helps

Checking scheduled visits means leaving the task at hand and searching for the right job calendar.

  • Retrieve a specific job's appointment summary
  • Bring scheduling context into a research follow-up
  • Reduce manual navigation to the job calendar

Setup

Build it in a few focused steps.

  • 1Connect Airtop and AccuLynx once in the Notis portal.
  • 2Create an automation and describe when an appointment summary should be retrieved.
  • 3Ask Notis to retrieve the AccuLynx appointment summary for the identified job when Airtop returns a follow-up request.
  • 4Choose the Notis webhook trigger and where run reports should go.
  • 5Test with one real job and confirm the returned appointment summary.

Questions about this workflow

What does this action need?

It retrieves appointments for a specific job, so the job identifier must be available to the automation.

Can this schedule a new appointment?

No. It retrieves a summary. Scheduling an appointment is a separate action that requires a job and start and end times.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airtop to Acculynx. A trigger fires from one place; an action lands in another.

Airtop triggers

Acculynx actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add job appointment

Schedules the first appointment for a job.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create a contact

Creates a contact for a customer, lead, vendor, or other project contact.

ActionInstant

Create a job

Creates a new construction or roofing job.

ActionInstant

Create a lead

Creates a lead for a residential roofing project.

ActionInstant

Job appointment summary

Lists appointments scheduled for a specific job.

ActionInstant

List of calendars for the location

Lists calendars available to your account or organization.

ActionInstant

List of contact types related to the company

Lists the available contact types.

ActionInstant

Update company representative

Assigns a company representative to a job.

ActionInstant

Connect any two apps with Notis in the middle.

Airtop and Acculynx, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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