Keep the Appointo catalog easy to reference
Make product details simpler to consult while you work through customer conversations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Products
Retrieve the available products.
Why this helps
Sales and support teams can lose time switching tools to confirm what products are available.
- Retrieves available Appointo product information for review.
- Creates a concise reference for customer conversations.
- Uses a scheduled prompt without assuming a CRM catalog field.
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.
- 3Ask Notis in one instruction to list Appointo products and summarize the details useful for upcoming CRM sales or support conversations.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real product list and check that the summary supports your conversations.
Questions about this workflow
Does this add products to Agile CRM?
No. It retrieves Appointo products and prepares a reference summary.
Can I search for a particular product?
The List Products action supports optional search and paging. Specify useful search criteria in the prompt.
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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