Bring the current property register into your portfolio review
A fresh property register makes recurring portfolio reviews easier to start and easier to act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a properties list
List properties.
Why this helps
A portfolio review is less useful when its property register lives in a different system and must be assembled by hand.
- Start recurring reviews from a current property register.
- Reduce manual preparation before portfolio discussions.
- Keep follow-up ownership visible through the Agiled review process.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Apaleo once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the outcome: retrieve the Apaleo property list for the scheduled portfolio review and report it with a request for owners to identify follow-ups in Agiled.
- 4Choose a cron schedule and where run reports should go.
- 5Test one run and confirm the register includes the details your reviewers need.
Questions about this workflow
Does this assign follow-up tasks in Agiled?
No. This action retrieves Apaleo properties. The report can prompt reviewers to record follow-ups in Agiled.
Can it show changes since the previous review?
The listed action returns a property list, not a history comparison. Supply a prior register if you want Notis to compare.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Apaleo. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Apaleo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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