Prepare renewal outreach with contract context
Bring Appointo subscription contracts into a recurring review before planning renewal communications in AimTell.
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
Renewal planning can slip when contract context and campaign preparation require separate manual checks.
- Create a recurring contract review before renewal planning.
- Bring available contract records into campaign preparation.
- Keep renewal assumptions tied to information actually returned or supplied.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Appointo once in the Notis portal.
- 2Create an automation by telling Notis what contract review to prepare.
- 3Describe the renewal context and contract search criteria to use.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real contract review.
Questions about this workflow
Does this automatically identify upcoming renewals?
Only if the connected data or supplied context includes enough information to identify them. Do not assume renewal dates are available.
Does this send renewal messages?
No. The available Appointo action lists contracts. Use the review to plan communications separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Appointo. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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