See which bookings may need a follow-up
Give your team one scheduled review of booking records that appear incomplete or hard to match to their documents.
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
Unclear booking details are easy to miss when follow-up depends on remembering which records still need attention.
- Search booking records on a recurring schedule.
- Use available document details to identify possible follow-up needs.
- Receive a concise report without automatically changing bookings.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Appointo once in the Notis portal.
- 2Create an automation by telling Notis what should count as a follow-up item.
- 3In one instruction, ask Notis to review bookings alongside submitted documents and report records with incomplete or unclear details.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real booking that has a related document.
Questions about this workflow
Does Notis know which bookings are unresolved?
Not by default. Describe the follow-up conditions in the instruction, and ensure the necessary status or reference information is available.
Will it contact customers or change bookings?
No. This workflow creates a review report using the booking list action.
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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