Make appointment follow-up easier to review
Get a scheduled snapshot of appointments that can guide your next CRM follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Appointments
Retrieve a list of appointments.
Why this helps
Upcoming meetings and follow-up work are easy to overlook when they live in separate tools.
- Provides a regular appointment snapshot for follow-up planning.
- Helps reduce context switching between scheduling and CRM work.
- Surfaces appointments for review without implying an automatic CRM update.
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 provide its name and prompt.
- 3Ask Notis in one instruction to retrieve Appointo appointments and summarize the follow-up items relevant to your CRM work.
- 4Choose a recurring schedule and select a channel for run reports.
- 5Test with one real schedule run and review the appointment summary.
Questions about this workflow
Does this update Agile CRM records?
This workflow retrieves Appointo appointments and prepares a review. It does not claim to modify Agile CRM records.
Can the report be sent every morning?
Choose the recurring schedule that suits your workday in the Notis automation setup.
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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