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Check existing bookings before replying to a ticket

Give agents the booking context they need before they ask the customer to repeat it.

Trigger

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

Action

List Bookings

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

Why this helps

Agents waste time asking for details that may already exist in the booking system.

  • Reduce repeated questions
  • Speed up ticket triage
  • Make replies more informed

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Appointo once in Notis.
  • 2Create an automation that searches Appointo bookings using customer and ticket details.
  • 3Pick New Zendesk Ticket as the trigger.
  • 4Choose a report channel, then test with one ticket that has a known booking.

Questions about this workflow

Can it search by customer email?

Yes, if the email is present in the ticket and supported by the Appointo search fields.

Does it modify the booking?

No. It only retrieves matching bookings for ticket handling.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zendesk 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

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Create Booking

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

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

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

List Appointments

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

ActionInstant

List Bookings

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

ActionInstant

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.

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

When this happens · Trigger

Do this · Action

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