Review bookings before monthly close
Close the month with a clear view of meetings still in motion.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bookings
Tool to list bookings. Use when you need to fetch bookings filtered by status, paging, or search term.
Why this helps
Month end closes slip when active bookings are not reconciled with compliance work.
- Supports cleaner month end decisions
- Surfaces active follow up
- Reduces unfinished scheduling work
Setup
Build it in a few focused steps.
- 1Connect 21risk and Appointo in Notis once.
- 2Create an automation that lists relevant bookings and summarizes those affecting open or closing compliance work.
- 3Choose the notis_cron trigger and set a monthly schedule.
- 4Choose a report channel, test one run, and review the closeout report.
Questions about this workflow
What counts as relevant?
Define the compliance scope and booking criteria in the automation instruction.
Does it close bookings?
No. It prepares a review report for your month end process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Appointo. A trigger fires from one place; an action lands in another.
21risk triggers
Appointo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate Appointo API Token
Tool to authenticate with the Appointo API by validating the APPOINTO-TOKEN header. Use when verifying the token before subsequent API calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Cancel Booking
Tool to cancel a booking or selected customers. Use when you need to revoke an entire booking or individual attendees after verifying booking details. Use after retrieving booking information.
Create Booking
Tool to create a new booking. Use when scheduling a customer booking after confirming appointment availability.
Get Appointment Availability
Tool to get calendar availability for a specific appointment. Use when you need to fetch available time slots for an appointment within a date range.
List Appointments
Tool to list appointments. Use when fetching appointments with optional filters and pagination after confirming a valid API token.
List Bookings
Tool to list bookings. Use when you need to fetch bookings filtered by status, paging, or search term.
List Products
Tool to fetch all available products. Use when browsing products with optional paging and search. Call after authenticating with Appointo API.
List Subscription Contracts
Tool to list subscription contracts. Use when retrieving contracts with optional search after confirming a valid API token.
Connect any two apps with Notis in the middle.
21risk and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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