Keep subscription follow-up from slipping
Get a scheduled contract review with clear items to investigate and customer questions your Agility CMS content could answer.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Subscription Contracts
Retrieve a list of subscription contracts.
Why this helps
Contract records can need attention at the same time as content and customer work, making follow-up easy to miss.
- Bring contract records needing review into one report.
- Spot questions that may be answered by existing customer content.
- Keep follow-up visible without repeatedly checking the contract list.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Appointo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list subscription contracts, summarize records needing review, and point to relevant Agility CMS guidance when a clear match exists.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real contract review period.
Questions about this workflow
Does this workflow determine contract eligibility or terms?
No. It summarizes returned contract information for review. Any decision about terms or eligibility should be verified by an authorized person.
What if relevant guidance is not in Agility CMS?
The report should say that no relevant guidance was found rather than inventing policy or content.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Appointo. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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