Look up a customer's Appointo bookings from Agiled
Start with the customer record you already have open. Notis searches Appointo bookings and returns the matches for your next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Bookings
Retrieve a list of bookings.
Why this helps
Finding a customer's booking history can mean leaving the CRM, searching another system, and losing the context for the follow-up.
- Search bookings using available search terms.
- Reduce manual lookup when preparing customer follow-up.
- Get matching booking information in the run report.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Appointo once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it in plain language.
- 3In one instruction, ask Notis to search Appointo bookings using the customer details supplied in the request and summarize matches.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real Agiled customer request that has a known booking.
Questions about this workflow
Can it search by every field on an Agiled record?
The listed Appointo action supports search term filtering. Use details present in the request that Appointo can match.
Will it change or cancel a booking?
No. This workflow lists bookings and reports matches; it does not modify them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Appointo. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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