Connect Salesforce to Appointo

When something happens in Salesforce, Notis takes the next step in Appointo. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Salesforce to Appointo

View example

Check Appointo availability for every new Salesforce lead

When Salesforce adds a lead, look up available Appointo appointment times so your team can follow up with real options.

View example

Review Appointo appointments when Salesforce opportunities change

When an opportunity is created or updated, list relevant Appointo appointments to keep sales context close at hand.

View example

Review Appointo bookings after a Salesforce task is completed

When a Salesforce task is completed, find relevant Appointo bookings so the next customer follow-up is grounded in current booking status.

View example

Reschedule a customer booking after a Salesforce contact update

Use a contact update as a cue to find the relevant Appointo booking, confirm a new available time, and reschedule when the instruction provides it.

View example

Find Appointo services for newly created Salesforce contacts

When Salesforce receives a new contact, search Appointo products for services that fit the context available in the contact record.

View example

Adjust Appointo appointment availability after Salesforce account changes

When an account changes, review the relevant context and update Appointo appointment availability settings when the new configuration is provided.

View example

Run a scheduled review of Appointo bookings

On a recurring schedule, find Appointo bookings that match your search criteria and send a concise review to your chosen report channel.

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Appointo. A trigger fires from one place; an action lands in another.

Salesforce triggers

Appointo actions

Recurring trigger

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

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Create Booking

Tool to create a new booking. Use when scheduling a customer booking after confirming appointment availability.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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.

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

List Appointments

Tool to list appointments. Use when fetching appointments with optional filters and pagination after confirming a valid API token.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

List Bookings

Tool to list bookings. Use when you need to fetch bookings filtered by status, paging, or search term.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

List Products

Tool to fetch all available products. Use when browsing products with optional paging and search. Call after authenticating with Appointo API.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

List Subscription Contracts

Tool to list subscription contracts. Use when retrieving contracts with optional search after confirming a valid API token.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.