Keep appointment availability aligned with account changes
Turn an account change into a clear availability update when the new settings are known.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Upsert Appointment Configuration
Tool to upsert availability config for an appointment. Use when setting or updating appointment availability settings.
Why this helps
Changes to an account can affect scheduling needs, while appointment availability settings remain easy to overlook.
- Prompt a timely review of appointment availability after account changes.
- Apply a configuration when its required settings are clear.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Appointo once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Tell Notis which account changes matter and provide the availability rules to apply in Appointo.
- 4Pick the Account Created or Updated trigger and choose a report channel.
- 5Test with one real account update and confirm the configuration matches the supplied rules.
Questions about this workflow
Can Notis infer the new availability rules from any account change?
Only when the needed rules are present in the record or your instruction. Missing configuration details must be supplied.
Does this create an appointment booking?
No. It updates appointment availability configuration. Booking a customer requires the separate booking flow.
When this happens · Trigger
Do this · Action
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.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Booking
Tool to create a new booking. Use when scheduling a customer booking after confirming appointment availability.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
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.
List Appointments
Tool to list appointments. Use when fetching appointments with optional filters and pagination after confirming a valid API token.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
List Bookings
Tool to list bookings. Use when you need to fetch bookings filtered by status, paging, or search term.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Products
Tool to fetch all available products. Use when browsing products with optional paging and search. Call after authenticating with Appointo API.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or 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.
Salesforce and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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