Create Appointo bookings from approved document requests
Move a confirmed appointment request into Appointo with less copy and paste between documents and scheduling.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Booking
Create a new customer booking.
Why this helps
Booking details captured during document workflows can be overlooked or re-entered incorrectly when it is time to schedule.
- Use customer and appointment details included in a webhook request.
- Create a booking when the request identifies a confirmed slot.
- Keep the scheduling handoff tied to the document process that produced it.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Appointo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to create an Appointo booking only when the request includes the customer details and a confirmed available slot.
- 4Pick the webhook trigger and arrange for the relevant ActiveMerge workflow or connected backend to send its HTTP request to Notis.
- 5Choose a report channel, then test with one real request for a confirmed booking.
Questions about this workflow
Does this workflow check availability first?
The create-booking action is intended for a confirmed slot. Include that confirmation in the webhook request, or check availability separately before sending the booking request.
Can it create a booking from an agreement that is not approved?
Set the instruction to create bookings only for approved requests, and have the webhook carry the approval state.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Appointo. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Appointo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate Appointo API Token
Verify that an API token is valid before making other calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Cancel Booking
Cancel a booking or remove selected attendees from it.
Create Booking
Create a new customer booking.
Get Appointment Availability
Find available time slots for an appointment within a date range.
List Appointments
Retrieve a list of appointments.
List Bookings
Retrieve a list of bookings.
List Products
Retrieve the available products.
List Subscription Contracts
Retrieve a list of subscription contracts.
Connect any two apps with Notis in the middle.
ActiveMerge and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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