Spot booking records that need attention
Run a scheduled check of Appointo bookings and bring potentially unresolved investor meeting records into your review routine.
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
A booking that needs attention can sit unnoticed when there is no consistent review point.
- Create a recurring checkpoint for booking records.
- Surface records that may need human review.
- Keep scheduling follow-up connected to investor pipeline routines.
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 which booking statuses or search terms to review and how to report records needing attention.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and confirm the report distinguishes records for review.
Questions about this workflow
Can the workflow know a booking is unresolved based on Affinity history?
Only if you supply that history or a reliable signal in the request or prompt. The listed Appointo action returns booking data; it does not establish Affinity deal history.
Does it change booking status?
No. This workflow lists bookings for review. Cancellation and rescheduling require separate actions and explicit criteria.
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.