Keep appointment context with changing opportunities
See relevant scheduled appointments when an opportunity moves or gets updated.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
List Appointments
Tool to list appointments. Use when fetching appointments with optional filters and pagination after confirming a valid API token.
Why this helps
Appointment details can be separated from opportunity updates, leaving teams to search across tools before acting.
- Review appointment context alongside opportunity changes.
- Reduce manual searches before preparing a sales follow-up.
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 a channel.
- 3Tell Notis to list relevant Appointo appointments when a Salesforce opportunity is created or updated.
- 4Pick the New or Updated Opportunity trigger and choose a report channel.
- 5Test with one real opportunity and check that the listed appointments are relevant.
Questions about this workflow
Will this update the Salesforce opportunity?
No. This workflow lists Appointo appointments for review; it does not change Salesforce records.
What makes an appointment relevant to an opportunity?
Tell Notis how to identify relevance using information available in the records. Any missing matching detail must be supplied in your instruction.
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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