Book follow-up appointments from Todoist
Keep customer follow-ups moving by turning the task into the next scheduled appointment.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create Booking
Tool to create a new booking. Use when scheduling a customer booking after confirming appointment availability.
Why this helps
Follow-up tasks remain open because booking the next conversation is a separate manual step.
- Closes the loop on follow-up tasks
- Reduces scheduling delays
- Keeps customer context in the request
Setup
Build it in a few focused steps.
- 1Connect Todoist and Appointo once in the Notis portal.
- 2Create an automation that creates a follow-up Appointo booking from complete customer follow-up tasks.
- 3Pick Todoist New Task Created as the trigger.
- 4Choose a report channel for booking confirmation.
- 5Test with one task containing the customer, appointment, and requested timing.
Questions about this workflow
Can the task include a preferred time window?
Yes. Include the preferred time or window so Notis can use it when creating the booking.
What happens if the follow-up request is vague?
The automation can report what is missing for someone to complete the task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Appointo. A trigger fires from one place; an action lands in another.
Todoist 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.
New Task Created
Trigger when a new task is added to Todoist.
Create Booking
Tool to create a new booking. Use when scheduling a customer booking after confirming appointment availability.
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.
List Appointments
Tool to list appointments. Use when fetching appointments with optional filters and pagination after confirming a valid API token.
List Bookings
Tool to list bookings. Use when you need to fetch bookings filtered by status, paging, or search term.
List Products
Tool to fetch all available products. Use when browsing products with optional paging and search. Call after authenticating with Appointo API.
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.
Todoist and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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