Give your team customer context in Slack
Put useful Appointo customer information beside the conversation where your team can act on it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Teammates lose time opening another tool just to find basic customer context before responding.
- Surface customer details Appointo makes available.
- Help teammates prepare before following up.
- Keep the context close to team conversations.
Setup
Build it in a few focused steps.
- 1Connect Appointo and Slack once in the Notis portal.
- 2Create an automation in Automations, or tell Notis in plain language from any channel.
- 3Ask Notis to look up the customer identified in the webhook request and share a brief Slack note with relevant returned details.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real customer lookup and check that the note includes only useful information.
Questions about this workflow
What customer information can be shared?
Only information Appointo returns during the run. The instruction can request relevant context, but it cannot create fields that Appointo does not provide.
What is the trigger?
A Notis webhook request starts the lookup because Appointo has no listed trigger events.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Appointo to Slack. A trigger fires from one place; an action lands in another.
Appointo triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Appointo and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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