Add current portfolio context to hotel diligence
Give diligence reviewers a fast view of the operating portfolio alongside the opportunity they are evaluating.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a properties list
List properties.
Why this helps
Diligence work can miss useful portfolio context when reviewers only see the deal record in front of them.
- Retrieve the current Apaleo property list for diligence context.
- Help Notis compare available properties with opportunity details.
- Surface information gaps before the review progresses.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Apaleo once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to retrieve Apaleo's property list and summarize relevant portfolio context for the diligence opportunity, noting any missing comparison details.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real diligence request and inspect the summary for clear unknowns.
Questions about this workflow
Does the property list show a history of portfolio changes?
No. It returns a list, not historical changes. A saved prior list or supplied baseline is needed for change analysis.
Can the automation decide whether a deal is attractive?
It can organize the available facts, but investment judgments and missing evidence should remain explicit for human review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Apaleo. A trigger fires from one place; an action lands in another.
Affinity triggers
Apaleo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive a property
Archive an active property.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Check if a property exists
Check whether a property exists.
Check if a unit attribute exists
Check whether a unit attribute exists.
Check if a unit exists
Check whether a unit exists.
Check if a unit group exists
Check whether a unit group exists.
Clones a property
Clone a property, including its inventory and rate plans.
Create a unit
Create a new unit.
Create a unit attribute
Create a new unit attribute.
Connect any two apps with Notis in the middle.
Affinity and Apaleo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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