Check subscription status during intake
Know whether a respondent already has an active contract before deciding what happens next.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Existing subscribers are routed through generic intake because contract status is not visible at the right moment.
- Improves routing decisions
- Reduces repeated onboarding
- Surfaces contract context early
Setup
Build it in a few focused steps.
- 1Connect Typeform and Appointo in the Notis portal.
- 2Create an automation describing how contract status should affect review.
- 3Tell Notis to search subscription contracts for each response and report relevant matches.
- 4Choose the Typeform New Form Response trigger and a report destination.
- 5Test with one response from an existing customer.
Questions about this workflow
Will it change a contract?
No. This workflow only lists matching subscription contracts.
What if the respondent is new?
The report can state that no matching contract was found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Appointo. A trigger fires from one place; an action lands in another.
Typeform triggers
Appointo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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.
Typeform and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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