Turn confirmed project times into AccuLynx appointments
When the job and appointment window are already confirmed in AnyDB, let Notis schedule the initial site visit in AccuLynx.
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 remain in an intake record while someone still needs to enter them on the job calendar.
- Reduce re-entry of confirmed appointment details.
- Put the initial site visit on the related AccuLynx job.
- Identify missing job or time details before scheduling.
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.
- 3In one instruction, tell Notis to schedule the initial appointment only when the record includes the job identifier and confirmed start and end times.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real appointment record and confirm it on the AccuLynx job.
Questions about this workflow
Can this create the job too?
No. This workflow schedules an initial appointment for a specific AccuLynx job, so the job must already exist.
What if the record has only a proposed time?
Tell Notis to report the record for confirmation and not schedule it until the time is confirmed.
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
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