Spot prospect bookings that need a follow-up
Get a focused review of prospect bookings so you can decide which conversations need attention next.
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 records and lead research can drift apart, leaving follow-up decisions buried in separate tools.
- Review bookings and prospect context together
- Surface records that may need a human follow-up decision
- Spend less time searching across tools
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Appointo once in Notis.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to list relevant Appointo bookings, compare them with available Aeroleads prospect context, and report possible follow-ups without changing bookings.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real booking and prospect record.
Questions about this workflow
Will this workflow contact prospects?
No. It reports possible follow-ups for you to review.
Can it know whether a booking is truly stalled?
Only if the booking status, history, or a follow-up rule is available. Supply your definition in the instruction if the connected data does not include it.
Does it update booking status?
No. It lists bookings and prepares a review report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Appointo. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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