Turn a confirmed lead time into an Appointo booking
Carry a lead's confirmed appointment choice through to a booking with fewer manual steps.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Booking
Create a new customer booking.
Why this helps
A confirmed meeting can still be missed when someone has to re-enter the details in the booking system.
- Creates a booking from the details in a scheduling request.
- Cuts re-entry after a lead confirms a time.
- Keeps the action tied to an explicit confirmed appointment.
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 add a name and prompt.
- 3In one instruction, ask Notis to create an Appointo booking only when the incoming request confirms a chosen available time and provides the required booking details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real, confirmed booking request.
Questions about this workflow
Will this choose a time for the lead?
No. The request should include a time the lead has confirmed and that has been checked for availability.
What if the request lacks booking details?
Ask Notis in the prompt to report incomplete requests instead of creating a booking.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Appointo.