Bring upcoming appointments into pipeline review
Before your regular pipeline review, retrieve Appointo bookings and summarize the investor meetings that may need discussion.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bookings
Retrieve a list of bookings.
Why this helps
Pipeline reviews can miss scheduling context when bookings are checked separately or too late.
- Include upcoming bookings in a regular pipeline review routine.
- Identify meetings that may require a decision or follow-up.
- Reduce last-minute calendar checks before pipeline discussions.
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 bookings and summarize upcoming investor meetings for a pipeline review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and confirm the timing and summary fit your review.
Questions about this workflow
Can Notis compare bookings against Affinity deal stages?
Not from the listed actions alone. Provide the relevant stage or deal context when it is needed.
How do I run this before a pipeline meeting?
Choose a recurring schedule that gives you the report before your regular review.
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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