Clear confirmed first visits into AccuLynx
Give confirmed site visits a regular path from AnyDB into AccuLynx, with incomplete or uncertain records called out for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add job appointment
Schedules the first appointment for a job.
Why this helps
A confirmed appointment can be missed when it remains in a queue awaiting manual calendar entry.
- Review confirmed visit records on a recurring schedule.
- Schedule appointments against existing AccuLynx jobs.
- Keep missing or uncertain times visible for review.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and AccuLynx once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis in one instruction to schedule initial appointments for confirmed records with a job identifier and complete times, and report others.
- 4Choose the recurring schedule and select where run reports should go.
- 5Test with one real confirmed visit and verify the appointment on its AccuLynx job.
Questions about this workflow
Can this book follow-up appointments too?
The available action is for scheduling the initial appointment for a specific job. Use it only for that purpose.
What must AnyDB provide?
The record needs to provide the AccuLynx job identifier plus the appointment start and end date and time.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Acculynx. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB 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.