Check Appointo subscription contracts from calls
Keep contract conversations connected to the right Appointo record.
Trigger
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Action
List Subscription Contracts
Tool to list subscription contracts. Use when retrieving contracts with optional search after confirming a valid API token.
Why this helps
Contract questions raised in calls require manual searches before anyone can respond accurately.
- Reduce contract lookup effort
- Ground follow up in current records
- Flag missing customer identifiers
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Appointo in Notis once.
- 2Create an automation with a contract lookup prompt.
- 3Tell Notis to identify the customer and contract clues in the transcript, then list matching Appointo subscription contracts.
- 4Pick Fireflies Transcription Complete and select a report channel.
- 5Test with a transcript that discusses an active subscription.
Questions about this workflow
Will this modify a contract?
No. It only lists matching subscription contracts.
What if the customer cannot be identified?
Notis can report the missing identifier for manual review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Appointo. A trigger fires from one place; an action lands in another.
Fireflies triggers
Appointo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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List Products
Tool to fetch all available products. Use when browsing products with optional paging and search. Call after authenticating with Appointo API.
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.
Fireflies and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Appointo.