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Review Appointo subscription contracts monthly

Keep recurring customer commitments visible with a scheduled contract report.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Subscription Contracts

Tool to list subscription contracts. Use when retrieving contracts with optional search after confirming a valid API token.

Why this helps

Subscription contract details are easy to overlook until renewal or billing questions arrive.

  • Surface renewal work early
  • Reduce contract surprises
  • Create a repeatable review

Setup

Build it in a few focused steps.

  • 1Connect Appointo once in Notis.
  • 2Create an automation describing the contract statuses, customers, or search terms to review.
  • 3Tell Notis to list matching subscription contracts and summarize follow-ups.
  • 4Pick a Notis cron schedule and choose a report channel.
  • 5Test with one real contract review run.

Questions about this workflow

Can the report focus on upcoming renewals?

Yes, include the relevant search criteria or date context in the prompt.

Does this modify contracts?

No, it retrieves and summarizes contracts for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Trello to Appointo. A trigger fires from one place; an action lands in another.

Trello triggers

Appointo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Card Archived Trigger

Triggered when a card is archived in the specified board

TriggerInstant

Create Booking

Tool to create a new booking. Use when scheduling a customer booking after confirming appointment availability.

ActionInstant

New Activity Trigger

Triggered when there is activity in Trello.

TriggerInstant

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.

ActionInstant

New Board Trigger

Triggered when a board is created in the specified workspace

TriggerInstant

List Appointments

Tool to list appointments. Use when fetching appointments with optional filters and pagination after confirming a valid API token.

ActionInstant

New Card Trigger

Triggered when a card is created in the specified board

TriggerInstant

List Bookings

Tool to list bookings. Use when you need to fetch bookings filtered by status, paging, or search term.

ActionInstant

Card Updated Trigger

Triggered when a specific card is updated

TriggerInstant

List Products

Tool to fetch all available products. Use when browsing products with optional paging and search. Call after authenticating with Appointo API.

ActionInstant

List Subscription Contracts

Tool to list subscription contracts. Use when retrieving contracts with optional search after confirming a valid API token.

ActionInstant

Connect any two apps with Notis in the middle.

Trello and Appointo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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