Find relevant Appointo services for new contacts
Give every new contact a clearer next step with relevant service options.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
List Products
Tool to fetch all available products. Use when browsing products with optional paging and search. Call after authenticating with Appointo API.
Why this helps
Teams often have to leave a new contact record and browse a separate catalog before making a useful recommendation.
- Reduce catalog browsing during new contact follow-up.
- Bring relevant service options into the contact review.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Appointo once in the Notis portal.
- 2Create the automation in the portal or tell Notis the task in plain language.
- 3Ask Notis to search Appointo products using the contact context and report relevant options.
- 4Pick the New Contact trigger and choose the run report destination.
- 5Test with one real new contact and verify the suggested products fit.
Questions about this workflow
Does this book a service for the contact?
No. It searches Appointo products and surfaces options. Booking requires a separate instruction and appointment availability check.
What if the contact does not include enough detail to choose a service?
Notis can only use available record context and your instruction. Supply additional criteria when they are needed.
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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