Review Appointo subscription contracts each month
See upcoming contract work before it becomes an urgent task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Subscription renewals and contract exceptions are easy to miss in a busy month.
- Surfaces upcoming contract work
- Creates one concise monthly summary
- Reduces missed renewal follow-up
Setup
Build it in a few focused steps.
- 1Connect Appointo in Notis once.
- 2Create an automation named Monthly contract review.
- 3Tell Notis to list subscription contracts using the relevant search criteria and summarize renewals or records needing action.
- 4Choose a recurring Notis cron trigger and set the monthly cadence.
- 5Choose a report channel and test one run.
Questions about this workflow
What contract details can it review?
It can summarize the fields returned by the Appointo subscription contract list for the chosen search.
Does it renew contracts automatically?
No, it reports items for follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Appointo. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Create Booking
Tool to create a new booking. Use when scheduling a customer booking after confirming appointment availability.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
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.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
List Appointments
Tool to list appointments. Use when fetching appointments with optional filters and pagination after confirming a valid API token.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
List Bookings
Tool to list bookings. Use when you need to fetch bookings filtered by status, paging, or search term.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
List Products
Tool to fetch all available products. Use when browsing products with optional paging and search. Call after authenticating with Appointo API.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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.
Google Docs and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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