See which upcoming appointments need your attention
Get a scheduled view of upcoming appointments associated with prospects, with the lead context needed to prepare.
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
Appointments and prospect research live in separate places, making preparation easy to postpone or forget.
- Bring appointment and prospect context into one report
- Review upcoming meetings on a regular schedule
- Spot appointments that may need preparation
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 upcoming Appointo appointments and identify those associated with Aeroleads prospects, noting any missing lead context.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real upcoming appointment.
Questions about this workflow
Can it match every appointment to a lead?
It can compare the information available from the connected apps. If the records do not contain enough matching details, the report should flag the match as uncertain or missing.
Can I choose how often it runs?
Yes. Select a recurring schedule when setting the trigger in Notis.
Does it change or cancel appointments?
No. This workflow lists appointments and summarizes relevant lead context.
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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