Keep confirmed guest contact details in Salesforce
Turn a confirmed booking notification into a Salesforce contact, preserving the guest's email, phone, and booking context when available.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Guest relationship details can disappear into reservation records and be hard to find for future stays or service.
- Make guest contact details searchable in Salesforce.
- Keep reservation context available for future conversations.
- Reduce retyping guest information across systems.
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 create a contact from confirmed booking notifications.
- 3Describe the outcome in one instruction, including how to avoid duplicate contacts and what to do when a last name is missing.
- 4Choose the webhook trigger and where Notis should send run reports.
- 5Test with one confirmed booking notification containing the guest's last name.
Questions about this workflow
What does Salesforce require to create a contact?
A contact generally requires a last name. Include it in the request, and provide a valid account reference if associating the guest with an account.
Will it automatically find and merge duplicates?
The action creates a contact. Have Notis check supplied Salesforce identifiers or matching information first and flag possible duplicates for review.
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
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.