Move an investor meeting without losing the thread
When a meeting needs to move, check the new slot and start a webhook workflow to reschedule the existing Appointo booking.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Reschedule Booking
Move an existing booking to a new time slot.
Why this helps
Rescheduling takes extra attention when you have to locate the booking, verify a replacement time, and update it manually.
- Update an existing booking after a new time is confirmed.
- Keep the original meeting record connected to its replacement time.
- Reduce manual steps during schedule changes.
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 verify the existing booking and confirm the replacement slot is available before rescheduling.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and verify the rescheduled booking details.
Questions about this workflow
Does this workflow check availability?
The reschedule action should be used after confirming availability. Check availability separately with Appointo's availability action before starting the reschedule.
What starts the workflow?
An HTTP request starts the workflow through a Notis webhook. Affinity trigger events are not available in this package.
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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