Keep pending booking follow-up visible
Turn a recurring booking review into a concise list of items that need your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bookings
Retrieve a list of bookings.
Why this helps
Pending booking work can get buried between customer conversations and sales tasks.
- Creates a regular view of bookings to review.
- Supports deliberate follow-up from Agile CRM work.
- Avoids assuming a CRM status field or historical baseline exists.
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 its name and prompt.
- 3In one instruction, ask Notis to list Appointo bookings using relevant status or search criteria and summarize items for follow-up.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test the scheduled review with real bookings and refine the prompt criteria.
Questions about this workflow
Can this determine which booking is overdue?
Only if the request or available booking details provide the needed dates and criteria. Notis cannot infer a missing baseline.
Does this send customer reminders?
No. This workflow lists bookings and prepares a review; it does not send reminders.
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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