Get booking inquiries into Salesforce while they are fresh
Send inquiry details to Notis and create a Salesforce lead with the guest's contact information and booking interest.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Inquiries split between booking tools and sales records are easy to overlook when someone needs to qualify them.
- Keep inquiry details with the sales team.
- Capture the requested property and dates in lead context when provided.
- Give a person a clear record to qualify and follow up.
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 Salesforce lead from an incoming booking inquiry.
- 3Describe the outcome in one instruction, including how to handle inquiries that lack Salesforce-required lead details such as last name or company.
- 4Choose the webhook trigger and where Notis should send run reports.
- 5Test with one real inquiry that includes the details Salesforce requires.
Questions about this workflow
Can Notis create a lead if an inquiry is missing required information?
Salesforce requires the fields applicable to your org, including last name and company in the usual lead setup. Include those details in the request or have Notis flag incomplete inquiries for review.
Does this create a booking in Bookingmood?
No. It creates a Salesforce lead from information delivered to the Notis webhook.
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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