Keep Appointo customer details in Salesforce
A new appointment can become a useful CRM record without retyping customer details. Send Appointo booking data to Notis and have Salesforce create a contact for your team.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Copying booking details into Salesforce takes time and leaves customer records incomplete when follow-up gets busy.
- Reduce manual entry after a booking arrives.
- Keep appointment customer details available in Salesforce.
- Create a consistent starting point for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Appointo and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a Salesforce contact from each Appointo booking, using the customer details provided.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real booking and review the created contact.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Appointo does not expose a trigger event in this workflow package.
Does this update an existing contact?
This workflow creates a contact. If you need matching or deduplication, describe the matching rule in your instruction and test it with a real example.
What if a booking does not include a last name?
Salesforce may require a last name to create a contact. Supply the missing information or instruct Notis to report bookings that lack required details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Appointo to Salesforce. A trigger fires from one place; an action lands in another.
Appointo triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Appointo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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