Review upcoming appointments alongside their documents
Get a scheduled view of appointments whose supporting document details may need a second look.
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
Booking records and supporting documents can drift apart, leaving teams to discover missing details close to the appointment.
- Review appointments on a predictable schedule.
- Compare booking details with information available in submitted documents.
- Flag missing or inconsistent details without changing appointments.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Appointo once in the Notis portal.
- 2Create an automation by telling Notis what discrepancies to report.
- 3In one instruction, ask Notis to review appointments and relevant submitted documents, then report missing or inconsistent details for follow-up.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real appointment and its supporting document.
Questions about this workflow
Does the review change appointment records?
No. It lists possible discrepancies for follow-up.
Can it compare appointments with documents that were never submitted?
No. Notis can only compare records and documents available to it; missing source documents should be reported as missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Appointo. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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