Prepare account renewal conversations with less searching
Have Notis gather the Salesforce accounts for your renewal review and summarize the Apaleo or renewal context your team provides.
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
Renewal preparation can take too long when account records and hotel relationship history have to be gathered by hand.
- Create a repeatable renewal preparation routine
- Keep relevant accounts together for review
- Cut manual searching before customer conversations
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 renewal review and use the renewal dates or Apaleo relationship history supplied to the run.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real renewal review and check that relevant accounts are included.
Questions about this workflow
Can the workflow find renewal dates in Apaleo?
Only if those dates are supplied to Notis or stored in a source it can access. No Apaleo trigger event is provided in this package.
Can I limit the Salesforce account list?
Yes. Describe the criteria in plain language, such as account status or region, and Notis can use the List Accounts query action.
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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