Find the appointment behind your next investor follow-up
Start with an HTTP request when you need the appointment context for an investor follow-up, and fetch matching appointments from Appointo.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Appointments
Retrieve a list of appointments.
Why this helps
Writing a follow-up without checking the appointment record can mean missing the right meeting context.
- Fetch appointment records when a follow-up is due.
- Prepare follow-up with the relevant booking context at hand.
- Avoid searching through scheduling screens manually.
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 list the relevant Appointo appointments and summarize the context needed for investor follow-up.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and review the returned appointment details.
Questions about this workflow
Does this workflow send an investor message?
No. It lists appointments and can summarize the results. Sending outreach is not one of the listed Appointo actions.
How does it know which appointment to retrieve?
Describe the search intent in the automation prompt and provide useful context with the HTTP request.
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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