Keep booking context attached to the right Salesforce accounts
Schedule a review of accounts that match your criteria and attach a concise note when relevant booking details are available.
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
Account records can become disconnected from booking context as customer relationships grow.
- Keep useful booking details alongside account records.
- Review account context on a predictable cadence.
- Avoid searching through multiple tools before a customer conversation.
Setup
Build it in a few focused steps.
- 1Connect Bookingmood and Salesforce once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to review Salesforce accounts and add booking context notes when supported.
- 3Describe the outcome in one instruction, including how to select accounts and the available source for the booking details.
- 4Choose a recurring schedule and where Notis should send run reports.
- 5Test with an account that has a clear existing Salesforce reference and available booking context.
Questions about this workflow
Can a schedule query Bookingmood bookings directly?
This workflow uses the listed Salesforce account action. Booking details must be provided to Notis or already available in records it can access.
What if there is no matching booking context?
Instruct Notis to leave the account unchanged and report that no usable context was found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bookingmood to Salesforce. A trigger fires from one place; an action lands in another.
Bookingmood 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.
Bookingmood and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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