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Notis

Check booking setup fields during your monthly service review

As services and order details evolve, a monthly field reference helps you review whether booking profiles and schedules still support the customer journey.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Field List

Tool to retrieve available fields on Schedule or User objects. Use when you need to discover what custom fields are configured for a schedule or user profile.

Why this helps

Small changes in what customers buy can make booking setup feel outdated, but revisiting configuration often gets pushed aside.

  • Put booking setup review on a recurring cadence.
  • See available profile and schedule fields together.
  • Support more deliberate upkeep of the purchase-to-appointment flow.

Setup

Build it in a few focused steps.

  • 1Connect Order Desk and SuperSaaS to Notis once in the portal.
  • 2Create a monthly scheduled automation or ask Notis to provide a field reference for service-flow review.
  • 3Write one plain-language instruction asking Notis to list available SuperSaaS user and schedule fields for the monthly review.
  • 4Choose a monthly cron trigger and a channel for run reports.
  • 5Run the first review and confirm the field list supports your service setup check.

Questions about this workflow

Does this compare the fields with Order Desk data?

No. It retrieves the configured SuperSaaS fields as a reference; there is no Order Desk trigger or comparison action provided.

Can it automatically alter the setup?

No. The supplied action is read-only and lists fields.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Order Desk to Supersaas. A trigger fires from one place; an action lands in another.

Order Desk triggers

Supersaas actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create User

Tool to create a new user in SuperSaaS. Use when you need to add a user to the account. The username is required; all other fields are optional. If a foreign_key is provided, SuperSaaS will use it instead of generating its own ID. Set duplicate='raise' to prevent creating duplicate users with the same foreign key.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete User

Tool to delete a SuperSaaS user by their ID. Use when you need to permanently remove a user from the system.

ActionInstant

Get User

Tool to read a single user by ID from SuperSaaS. Use when you need to retrieve detailed information about a specific user.

ActionInstant

List Field List

Tool to retrieve available fields on Schedule or User objects. Use when you need to discover what custom fields are configured for a schedule or user profile.

ActionInstant

List User Groups

Tool to retrieve all user groups defined in a SuperSaaS account. Use when you need to list groups for managing user access or organizing users.

ActionInstant

List Promotions

Tool to list all promotional coupon codes in the account or retrieve a single promotion by code. Use when you need to view available promotions or check details of a specific promotion code.

ActionInstant

List Schedules

Tool to retrieve all schedules in a SuperSaaS account with their IDs and names. Use when you need to list available schedules or get schedule IDs for other operations.

ActionInstant

List Form Definitions

Tool to retrieve all form definitions in a SuperSaaS account with their IDs and names. Use when you need to list available forms or get form IDs for other operations.

ActionInstant

Connect any two apps with Notis in the middle.

Order Desk and Supersaas, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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