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Notis

See the size of your Apaleo property portfolio at a glance

Have Notis fetch the Apaleo property count on a schedule and report it alongside the CRM context you choose.

Trigger

Recurring schedule

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

Action

Return total count of properties

Count all properties.

Why this helps

Portfolio reviews can require manually checking totals in one system and account context in another.

  • Get the total property count in a repeatable report.
  • Add relevant CRM portfolio context to the review.
  • Avoid a manual count check during routine reviews.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Apaleo once in Notis.
  • 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
  • 3In one instruction, ask Notis to retrieve Apaleo's total property count and summarize it with the Agile CRM portfolio context you provide.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real run and review the count and report.

Questions about this workflow

Does the count include a breakdown by property status?

The listed action returns a total count. Do not assume a status breakdown unless the action's returned data includes one.

Can Notis determine which CRM accounts belong in the portfolio review?

Provide the account context or matching rules in your instruction if the returned data does not establish the relationship.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Apaleo. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Apaleo actions

Recurring trigger

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

TriggerScheduled

Archive a property

Archive an active property.

ActionInstant

Webhook trigger

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

TriggerInstant

Check if a property exists

Check whether a property exists.

ActionInstant

Check if a unit attribute exists

Check whether a unit attribute exists.

ActionInstant

Check if a unit exists

Check whether a unit exists.

ActionInstant

Check if a unit group exists

Check whether a unit group exists.

ActionInstant

Clones a property

Clone a property, including its inventory and rate plans.

ActionInstant

Create a unit

Create a new unit.

ActionInstant

Create a unit attribute

Create a new unit attribute.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Apaleo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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