Start the day with an appointment roster for document follow-up
See the appointments that need attention in one concise report, so document preparation and customer follow-up have a clear starting point.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Appointments
Retrieve a list of appointments.
Why this helps
Upcoming customer appointments are easy to overlook when scheduling and document preparation happen in separate tools.
- Fetch appointments for a defined time window.
- Summarize the appointments that need document preparation or follow-up.
- Keep the roster in a report channel without manually opening another tool.
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 Appointo appointments for the chosen time window and prepare a concise document follow-up roster.
- 4Pick the recurring schedule trigger and set when the roster should run.
- 5Choose a report channel, then test with one real time window and review the roster.
Questions about this workflow
Does this workflow create or send documents?
No. It lists appointments and prepares a report to guide document follow-up.
Can it include information Appointo does not return?
Only if that information is supplied in the request or available from the returned appointment data.
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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