Find hotel deals that need a nudge
Have Notis prepare a Salesforce opportunity review and surface deals that appear quiet based on the available history and your criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
A busy team can lose track of deals that have gone quiet until the next forecast or customer conversation is already late.
- Create a regular check on quiet opportunities
- Focus follow-up on deals that need attention
- Reduce dependence on memory for pipeline upkeep
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 opportunities and flag stalled deals using available activity dates, history, or context supplied to the run.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real pipeline review and make sure the staleness criteria are grounded in available data.
Questions about this workflow
How does Notis know a deal is stalled?
Specify a definition using available Salesforce fields or provide activity history. Notis cannot use an unstored baseline or event history that it cannot access.
Will it send a nudge to the customer?
No. This action lists opportunities for your review. It does not send communications.
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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