Give hotel leads a clear next step
A lead does not need another dashboard check. Have Notis review the hotel lead context you provide and put the next useful follow-up in Salesforce.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Leads who asked about a stay can go quiet when follow-up depends on someone remembering to revisit them.
- Give each reviewed lead a specific next action when one is needed.
- Keep stay context close to the Salesforce follow-up task.
- Reduce the effort of deciding who needs attention during a pipeline review.
Setup
Build it in a few focused steps.
- 1Connect Blue Pillow Hotels & Stays and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to review the lead and stay context you provide, then create Salesforce tasks only for leads with a clear next step.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real lead and confirm the task reflects the supplied context and next action.
Questions about this workflow
Does this automatically find all hotel leads?
The schedule does not create a Blue Pillow feed. Provide the relevant lead context or use available connected data in the prompt.
Will it create a Salesforce lead record?
No. This workflow creates follow-up tasks for existing leads or records you identify.
How do I keep follow-ups useful?
Ask Notis to make each task specific to the lead's expressed stay interest and omit tasks when there is no concrete next step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blue Pillow Hotels & Stays to Salesforce. A trigger fires from one place; an action lands in another.
Blue Pillow Hotels & Stays 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.
Blue Pillow Hotels & Stays and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.