Put guest arrival preparation on the calendar before check-in
Use booking dates from a Bookingmood notification to create a Salesforce task ahead of arrival, with the property and guest in its description.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Preparation steps are easy to start too late when arrival dates are buried in booking records.
- Set a follow-up date based on the supplied check-in date.
- Keep the property and guest details with the preparation task.
- Make arrival work visible alongside other Salesforce follow-ups.
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 preparation task from booking notifications.
- 3Describe the outcome in one instruction, including how many days before check-in the task should be due and what preparation it covers.
- 4Choose the webhook trigger and where Notis should send run reports.
- 5Test with one real booking notification that includes a check-in date.
Questions about this workflow
Can this task be scheduled relative to check-in?
Yes, if the webhook request includes a usable check-in date and your instruction states the desired lead time.
What if the check-in date is missing?
Tell Notis to flag the notification for review rather than choosing an unsupported due date.
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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