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Review upcoming meetings before audit work

Start each planning window with a focused list of relevant appointments.

Trigger

Recurring schedule

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

Action

List Appointments

Tool to list appointments. Use when fetching appointments with optional filters and pagination after confirming a valid API token.

Why this helps

Upcoming meetings are easy to miss when audit preparation lives in another system.

  • Creates a predictable review routine
  • Highlights preparation work early
  • Cuts context switching

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Appointo in Notis once.
  • 2Create an automation that lists upcoming appointments and summarizes those needing audit preparation.
  • 3Choose the notis_cron trigger and set the cadence.
  • 4Choose the report channel, test one run, and refine the instruction if needed.

Questions about this workflow

Can it run every weekday?

Yes. Choose a recurring schedule when creating the notis_cron trigger.

Will it change appointments?

No. This workflow lists and summarizes appointments.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

Create Booking

Tool to create a new booking. Use when scheduling a customer booking after confirming appointment availability.

ActionInstant

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.

ActionInstant

List Appointments

Tool to list appointments. Use when fetching appointments with optional filters and pagination after confirming a valid API token.

ActionInstant

List Bookings

Tool to list bookings. Use when you need to fetch bookings filtered by status, paging, or search term.

ActionInstant

List Products

Tool to fetch all available products. Use when browsing products with optional paging and search. Call after authenticating with Appointo API.

ActionInstant

List Subscription Contracts

Tool to list subscription contracts. Use when retrieving contracts with optional search after confirming a valid API token.

ActionInstant

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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