Keep upcoming investor meetings visible
Set a recurring review of Appointo bookings and make upcoming investor meetings easier to keep in view alongside your Affinity pipeline.
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
Meetings can disappear from attention when upcoming bookings and active deal work live in separate places.
- Review upcoming bookings on a recurring schedule.
- Bring meeting follow-up into your regular deal review.
- Reduce the chance of overlooking a scheduled investor conversation.
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 bookings and summarize upcoming investor meetings and follow-ups.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and confirm the summary is actionable.
Questions about this workflow
Can this search Affinity for investors?
The listed action for this workflow fetches Appointo bookings. Affinity does not provide trigger events here, and no Affinity action is listed.
Can I specify when the review runs?
Yes. Choose a recurring schedule as the Notis trigger when creating the automation.
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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