See booking follow-ups in relationship context
Bring booking records and contact context into one scheduled review, then focus your attention on the follow-ups Notis identifies.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bookings
Retrieves booking records, with optional filtering and pagination.
Why this helps
Switching between booking records and relationship notes makes it easy to miss a useful follow-up.
- Review booking activity on a predictable schedule.
- Surface possible matches and follow-ups for human review.
- Reduce repeated switching between booking and relationship tools.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Bookingmood once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list recent Bookingmood bookings, compare them with the Affinity contact context available to it, and report possible follow-ups with evidence.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real booking and confirm the report distinguishes matches from uncertain suggestions.
Questions about this workflow
Will it match every booking to an Affinity contact?
Only report matches supported by the available information. Instruct Notis to mark uncertain matches for review.
Can it update Affinity records?
This workflow lists Bookingmood bookings for review. The allowed Bookingmood actions here do not update Affinity records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Bookingmood. A trigger fires from one place; an action lands in another.
Affinity triggers
Bookingmood actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Booking Widget
Creates a booking widget.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Product
Creates a bookable product and automatically adjusts the subscription to the product count.
Delete Booking Details
Deletes booking details that match the selected criteria.
Create Site Pages
Creates new pages for a site.
List Organizations
Lists the organizations available to the current account.
List Booking Widgets
Lists the booking widgets available to the current account.
Delete Attributes
Deletes matching attributes after you confirm which records to remove.
Delete Bookings
Deletes matching bookings; at least one filter is required to prevent deleting them all.
Connect any two apps with Notis in the middle.
Affinity and Bookingmood, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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