Review Appointo appointments alongside Box sign requests
Keep agreement work and appointment review in one flow by asking Notis to fetch the appointments you need to check.
Trigger
New Sign Request Created
Triggers when a new Box sign request is created. This trigger monitors Box sign requests and fires when new sign requests are detected.
Action
List Appointments
Tool to list appointments. Use when fetching appointments with optional filters and pagination after confirming a valid API token.
Why this helps
A new agreement can prompt a separate calendar search, making it easy to lose track of related appointments.
- Start appointment review when a sign request is created.
- Reduce context switching between document and calendar work.
- Use a report to spot whether booking follow-up is needed.
Setup
Build it in a few focused steps.
- 1Connect Box and Appointo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to list Appointo appointments relevant to the sign request and summarize any details needed for your review.
- 4Choose the Box new-sign-request trigger; choose where run reports go.
- 5Test with one real sign request and check the appointment report.
Questions about this workflow
Can the sign request identify a matching appointment automatically?
Only if the request or available Appointo appointment data contains enough information to identify it. Otherwise ask Notis to list the relevant appointments for review.
Does this change or create appointments?
No. This workflow lists appointments for review; it does not edit bookings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Appointo. A trigger fires from one place; an action lands in another.
Box triggers
Appointo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate Appointo API Token
Tool to authenticate with the Appointo API by validating the APPOINTO-TOKEN header. Use when verifying the token before subsequent API calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Cancel Booking
Tool to cancel a booking or selected customers. Use when you need to revoke an entire booking or individual attendees after verifying booking details. Use after retrieving booking information.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Create Booking
Tool to create a new booking. Use when scheduling a customer booking after confirming appointment availability.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Get Appointment Availability
Tool to get calendar availability for a specific appointment. Use when you need to fetch available time slots for an appointment within a date range.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
List Appointments
Tool to list appointments. Use when fetching appointments with optional filters and pagination after confirming a valid API token.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
List Bookings
Tool to list bookings. Use when you need to fetch bookings filtered by status, paging, or search term.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
List Products
Tool to fetch all available products. Use when browsing products with optional paging and search. Call after authenticating with Appointo API.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
List Subscription Contracts
Tool to list subscription contracts. Use when retrieving contracts with optional search after confirming a valid API token.
Connect any two apps with Notis in the middle.
Box and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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