Make repeat guest history easier to use in Salesforce
Send a reservation update from Apaleo and let Notis capture the relevant repeat guest context as a note on the Salesforce relationship record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Teams may recognize a returning guest without having a concise record of prior stays and relationship context where sales work happens.
- Give the relationship team a concise guest history
- Keep relevant stay context near the account or contact
- Help personalize future commercial 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 summarize repeat guest details included in the incoming Apaleo webhook and create a note on the identified Salesforce record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real returning guest update and verify the note contains only useful supplied details.
Questions about this workflow
Does this find prior stays in Apaleo automatically?
No. Include prior stay context in the webhook or another input available to Notis. The package has no Apaleo trigger event.
Can the note include sensitive guest details?
Only include details your team is authorized to use and that are useful for the relationship follow-up. The workflow summarizes the provided context.
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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