Check booking status when a Salesforce task is done
Finish a task with the current booking picture ready for the next step.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
List Bookings
Tool to list bookings. Use when you need to fetch bookings filtered by status, paging, or search term.
Why this helps
Completing a follow-up task does not automatically remind you to check whether a customer booking needs attention.
- Pair task completion with a timely booking review.
- Make the next customer action easier to identify.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Appointo once in the Notis portal.
- 2Create a new automation in the portal or describe the workflow to Notis in plain language.
- 3Ask Notis to search Appointo bookings relevant to the completed Salesforce task and summarize what needs follow-up.
- 4Pick the Task Created or Completed trigger and select an appropriate report channel.
- 5Test with one real completed task and review the booking search result.
Questions about this workflow
Can this cancel a booking automatically?
This workflow only lists bookings. Cancellation is a separate action and should follow a booking detail review.
Can it run only for certain task subjects?
The event supports optional filtering by status or subject, but setup is limited to selecting the trigger. State the intended task context in your instruction where available.
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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