Bring quiet booking inquiries back to the top of the list
Have Notis review matching Salesforce leads on a schedule and create tasks for records that need another touch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Leads can go quiet between booking conversations and regular pipeline reviews.
- Surface inquiry leads that need attention.
- Create a concrete next step instead of another report to remember.
- Use a recurring review cadence that suits your workflow.
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 inquiry leads and create follow-up tasks.
- 3Describe the outcome in one instruction, including how to identify these leads and what data or activity history defines staleness in your Salesforce records.
- 4Choose a recurring schedule and where Notis should send run reports.
- 5Test against a small set of real Salesforce leads.
Questions about this workflow
Can the workflow know a lead came from Bookingmood?
Only if Salesforce records contain a source value or other identifying detail, or your instruction can identify it from returned data.
Can it check activity history automatically?
The available lead list action returns leads; provide a reliable staleness signal in the fields or records available to Notis.
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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