Prepare for investor appointments with less searching
Have Notis retrieve upcoming Appointo appointments on a schedule and summarize the meetings that need preparation.
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
Preparing for meetings is harder when upcoming appointments are scattered across scheduling screens and deal work.
- See upcoming appointments in a concise scheduled report.
- Make meeting preparation easier to start.
- Keep preparation tied to actual appointments.
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 upcoming appointments and summarize the preparation details you want to see.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and adjust the summary instruction if needed.
Questions about this workflow
Will it pull deal notes from Affinity?
No Affinity action is listed for this package. Supply any deal notes needed for preparation separately.
Can I choose the schedule?
Yes. Select a recurring schedule when you choose the Notis trigger.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Appointo.