Bring appointment history into ticket triage
Start every reply with a concise view of what has already happened.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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
Agents spend too long reconstructing appointment history before they can help.
- Reduce investigation time
- Improve reply quality
- Make handoffs clearer
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Appointo once in Notis.
- 2Create an automation that lists relevant appointments and summarizes their status for each new ticket.
- 3Pick New Zendesk Ticket as the trigger.
- 4Choose a report channel, then test with one ticket containing known appointment history.
Questions about this workflow
Can the summary include upcoming appointments?
Yes. Ask Notis to include upcoming, completed, cancelled, or other statuses returned by Appointo.
Does it write back to Zendesk?
This package action retrieves appointments and reports the summary; writing back would require a supported Zendesk action.
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.
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 User Created
Triggered when a new user is created in Zendesk.
Create Booking
Tool to create a new booking. Use when scheduling a customer booking after confirming appointment availability.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Appointo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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