Keep subscription contract follow-up visible
Bring the contracts that need attention into a regular report, so follow-up does not depend on remembering another manual search.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Subscription Contracts
Retrieve a list of subscription contracts.
Why this helps
Contract follow-up gets scattered when recurring subscription records are checked only when someone remembers to look.
- Search subscription contracts using a specified search term.
- Summarize matching contracts for document follow-up.
- Create a recurring reminder point in the report channel.
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 subscription contracts using your specified search and report the matching records that need document follow-up.
- 4Pick the recurring schedule trigger and set when the review should run.
- 5Choose a report channel, then test with one real search term and review the results.
Questions about this workflow
Can the workflow determine renewal dates?
Only if Appointo returns them in the contract results or you provide the relevant dates and criteria.
Will it create or amend a contract?
No. It lists contracts and prepares a report.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Appointo.