Find open appointment times for new Agile CRM leads
Turn a lead's meeting request into a clear view of available appointment times.
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
Leads can lose momentum while someone checks calendars and replies with options.
- Finds available times from the lead's requested date range.
- Reduces manual calendar checking before follow-up.
- Keeps the scheduling handoff focused on the lead's request.
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 give it a name and prompt.
- 3In one instruction, ask Notis to use the incoming lead request to check availability for the relevant Appointo appointment and summarize open slots.
- 4Choose the webhook trigger and select a channel for run reports.
- 5Test with one real lead request that includes an appointment and date range.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Configure your Agile CRM process to send a request when a lead needs scheduling.
Does the webhook create a booking?
No. It checks availability and reports open slots. A separate step is needed to create a booking after the customer chooses a time.
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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