Keep booking customer follow-up from going quiet
Use a recurring account review to find booking related customers who need a next touch, then put that follow-up into Salesforce tasks.
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
Customer relationships cool off when the next check-in depends on someone remembering to look for it.
- Surface accounts that meet your follow-up criteria.
- Create a task with account context and a due date.
- Make relationship maintenance part of a repeatable routine.
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 booking related accounts for follow-up.
- 3Describe the outcome in one instruction, including how accounts are identified and what available data shows follow-up is due.
- 4Choose a recurring schedule and where Notis should send run reports.
- 5Test with a small set of accounts whose follow-up status is known.
Questions about this workflow
Can this see every past Bookingmood booking?
This scheduled workflow uses Salesforce account data. Booking history must be supplied or represented in data accessible to Notis.
How does it know a follow-up is due?
Define a rule based on activity or date information available in the records. If that information is absent, Notis cannot establish a baseline.
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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