Match intake needs to appointment options
Find relevant Appointo offerings from the details a customer submits in your intake flow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Products
Tool to fetch all available products. Use when browsing products with optional paging and search. Call after authenticating with Appointo API.
Why this helps
Service inquiries can require a manual search through offerings before you can guide the customer to a suitable option.
- Reduce manual product browsing
- Bring potential offerings to the intake follow-up
- Review matches before making a recommendation
Setup
Build it in a few focused steps.
- 1Connect Appointo once in the Notis portal and arrange for your intake service to call a Notis webhook.
- 2Create an automation and describe how submitted needs should guide a product search.
- 3Pick a Notis webhook trigger.
- 4Choose where run reports should go, then test with one real intake submission.
Questions about this workflow
Will it choose an offering when the request is unclear?
Have Notis report that more information is needed when the submitted details do not support a useful match.
Does it make a booking?
No. It lists products for consideration; booking requires a separate availability check and booking action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Appointo. A trigger fires from one place; an action lands in another.
Agent mail triggers
Appointo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate Appointo API Token
Tool to authenticate with the Appointo API by validating the APPOINTO-TOKEN header. Use when verifying the token before subsequent API calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Cancel Booking
Tool to cancel a booking or selected customers. Use when you need to revoke an entire booking or individual attendees after verifying booking details. Use after retrieving booking information.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Booking
Tool to create a new booking. Use when scheduling a customer booking after confirming appointment availability.
Get Appointment Availability
Tool to get calendar availability for a specific appointment. Use when you need to fetch available time slots for an appointment within a date range.
List Appointments
Tool to list appointments. Use when fetching appointments with optional filters and pagination after confirming a valid API token.
List Bookings
Tool to list bookings. Use when you need to fetch bookings filtered by status, paging, or search term.
List Products
Tool to fetch all available products. Use when browsing products with optional paging and search. Call after authenticating with Appointo API.
List Subscription Contracts
Tool to list subscription contracts. Use when retrieving contracts with optional search after confirming a valid API token.
Connect any two apps with Notis in the middle.
Agent mail and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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