Turn an investor's confirmed time into a booking
When an investor confirms a slot, start this workflow with an HTTP request and create the booking in Appointo.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Booking
Create a new customer booking.
Why this helps
A confirmed time can still fall through the cracks when you have to switch apps and enter the booking manually.
- Create a booking after a meeting time is confirmed.
- Reduce manual entry between deal tracking and appointment scheduling.
- Keep confirmed conversations moving toward a scheduled meeting.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Appointo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, say to create an Appointo booking for the confirmed appointment using the details in the request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and verify the booking details.
Questions about this workflow
What starts the booking workflow?
An HTTP request starts it through a Notis webhook. Affinity does not expose trigger events in this package.
Should I use this before the investor confirms a time?
No. Confirm the desired time and appointment availability first, then start this workflow to create the booking.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Appointo. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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