Start your hotel account review with the right Salesforce list
Have Notis fetch the Salesforce accounts your team needs to review, then use the Apaleo context you provide to focus the discussion.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Recurring account reviews take extra effort when teams have to build the Salesforce list and gather hotel context separately.
- Prepare a consistent account list for recurring reviews
- Reduce time spent recreating Salesforce queries
- Keep the review prompt focused on hotel context provided to Notis
Setup
Build it in a few focused steps.
- 1Connect Apaleo and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to list Salesforce accounts for the recurring review and assess them using Apaleo activity or notes you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review cycle and check that the account list is relevant.
Questions about this workflow
Can this schedule read Apaleo reservations by itself?
No Apaleo trigger or read action is listed for this workflow. Provide the needed Apaleo activity in the prompt, report context, or incoming data available to Notis.
Can I tell Notis which accounts to return?
Yes. Describe the account criteria in plain language. The Salesforce List Accounts action supports SOQL-based filtering, sorting, and field selection.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apaleo to Salesforce. A trigger fires from one place; an action lands in another.
Apaleo triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Apaleo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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