Find an open time for every policy review
When a policy review comes up in AgencyZoom, get Appointo availability for the requested appointment and date range before offering a time.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Appointment Availability
Find available time slots for an appointment within a date range.
Why this helps
Finding a time means leaving the client record, checking a calendar, then returning to follow up, which makes routine reviews easy to delay.
- Check actual open times before proposing a review
- Reduce calendar switching during client follow-up
- Keep scheduling tied to the incoming request
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Appointo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: check availability for the requested Appointo appointment and date range when a policy review request arrives from AgencyZoom.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real policy review request that includes an appointment and date range.
Questions about this workflow
Does this create an appointment?
No. It retrieves available times for a specific Appointo appointment within the supplied date range.
What details should the webhook include?
Include the Appointo appointment identifier and the date range to check. Notis cannot infer these if the request does not provide them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Appointo. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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