Find booking contacts that need an account relationship
Have Notis review Salesforce contacts against your criteria and create a task when a booking contact needs an account association checked.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Guest or customer contacts can be hard to understand later when they are not linked to the right account.
- Spot contacts that may lack useful account context.
- Create a task for a person to verify the relationship.
- Improve customer record continuity over time.
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 Salesforce contacts for missing account associations.
- 3Describe the outcome in one instruction, including how contacts are identified and what counts as a missing or uncertain relationship.
- 4Choose a recurring schedule and where Notis should send run reports.
- 5Test with a small contact sample and verify the fields available to Notis.
Questions about this workflow
Will Notis guess which account a contact belongs to?
It can use clear information in the Salesforce records, but ambiguous relationships should be flagged for review.
Does this automatically associate the contact?
This workflow creates a task for verification. Use a clear account identifier and the contact association action if you want an automated update.
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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