Review bookings that need document follow-up
Get a short scheduled review of booking records that need attention, with the information ready in your run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bookings
Retrieve a list of bookings.
Why this helps
Booking status checks can become another recurring task, and a missed record can delay the document work tied to a customer.
- Search bookings using supported status or search-term filters.
- Summarize records that may need document follow-up.
- Reduce repetitive manual checks across booking and document workflows.
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 list bookings using the status or search term you specify and report which records need document follow-up.
- 4Pick the recurring schedule trigger and set when the review should run.
- 5Choose a report channel, then test with a real status or search term and review the results.
Questions about this workflow
Can the report know which bookings need a document?
Only when the criteria are stated in the instruction or the returned booking data makes the need clear. Supply any extra business rules explicitly.
Does this workflow change booking status?
No. It lists bookings and reports findings.
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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