Find the right appointment service for an investor meeting
When you need to identify the appointment service to use, start a webhook workflow to search Appointo products and summarize the options.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Products
Retrieve the available products.
Why this helps
Choosing the right service can slow down scheduling when product lists and investor context are in different places.
- Search Appointo products when a scheduling choice comes up.
- Summarize available options before booking.
- Reduce time spent browsing appointment services 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 relevant Appointo products and summarize which options fit the appointment described in the request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and verify the returned product options.
Questions about this workflow
Does this create an appointment?
No. It lists products to help identify an option. Create Booking is a separate action and should be used after confirming availability.
Can it infer investor preferences from Affinity?
Only if you provide the relevant context. The Appointo product list does not include Affinity deal history.
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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