Keep bookings aligned with updated customer details
When customer details change, coordinate the booking with a confirmed available time.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Reschedule Booking
Tool to reschedule an existing booking to a new timeslot. Use after confirming new timeslot availability.
Why this helps
A customer update can signal a change in plans, but the booking may remain untouched unless someone remembers to revisit it.
- Connect updated contact context to an existing booking review.
- Confirm a new timeslot is available before rescheduling.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Appointo once in the Notis portal.
- 2Create an automation through Automations, New Automation, or tell Notis the desired outcome.
- 3In one instruction, explain which contact updates indicate a reschedule, how to identify the booking, and the approved new time or decision process.
- 4Pick the Contact Updated trigger and choose where run reports should go.
- 5Test with one real contact update and verify the new slot is checked before the booking changes.
Questions about this workflow
Will every contact edit reschedule a booking?
Your instruction should define which updates warrant action. Notis should identify the booking and confirm a new timeslot is available before rescheduling.
What if no new time is specified?
Notis needs an available new timeslot and sufficient booking details. Without them, it should report the missing information instead of rescheduling.
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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