Find the right booking when a customer asks
Give customer support the booking context it needs without manually searching another app.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Bookings
Retrieve a list of bookings.
Why this helps
Support follow-up slows down when a customer inquiry does not include the booking record at hand.
- Searches bookings using details included in the request.
- Summarizes matching booking information for customer support.
- Helps the team respond with less app switching.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Appointo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3Ask Notis in one instruction to search Appointo bookings using the customer or booking details in the incoming request and summarize likely matches.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real customer inquiry and verify the returned booking.
Questions about this workflow
Does this cancel or change a booking?
No. It uses the List Bookings action to find and summarize booking details.
What should the webhook request include?
Include the customer or booking search details available from the Agile CRM request so the search can be targeted.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Appointo. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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