Keep every new booking follow-up on your Salesforce task list
Send a Bookingmood booking notification to Notis and create a Salesforce task with the guest, property, dates, and next step in one place.
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
Booking confirmations can sit in a separate system while the next guest or sales follow-up gets forgotten.
- Keep booking follow-ups in the team's Salesforce workflow.
- Include dates and property context in the task description.
- Reduce the chance of a guest handoff getting missed.
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 follow-up task from booking notifications.
- 3Describe the outcome in one instruction, including which booking details belong in the task and how to choose its due date and owner.
- 4Choose the webhook trigger and where Notis should send run reports.
- 5Test with one real booking notification.
Questions about this workflow
What starts this workflow?
A webhook starts it when an HTTP request carrying a Bookingmood booking notification reaches Notis.
Does Bookingmood provide a native Notis trigger here?
No. This workflow uses Notis's webhook trigger, so an HTTP request must deliver the booking information.
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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