Review your Apaleo property list when portfolio notes change
Keep portfolio reviews tied to the document where decisions are recorded.
Trigger
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Action
Get a properties list
Get the list of properties.<br>you need to be authorized (no particular scope required)
Why this helps
Property reviews slip when portfolio notes and operational systems are checked separately.
- Reduce context switching
- Surface the current property list
- Keep reviews tied to decisions
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Apaleo in Notis once.
- 2Create an automation named Portfolio review on document update.
- 3Tell Notis to fetch the Apaleo property list and summarize items relevant to the updated document.
- 4Pick Document Search Update as the trigger and choose a report channel.
- 5Test with one updated portfolio document.
Questions about this workflow
Can Notis filter the list?
Notis can analyze the returned list against criteria stated in the document or prompt.
Will it change Apaleo data?
No. This workflow only retrieves and reports the property list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Apaleo. A trigger fires from one place; an action lands in another.
Google Docs triggers
Apaleo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive a property
Use this endpoint to archive an existing live property this operation set the isarchived flag to true<br>you must have at least one of these scopes: 'properties.manage, setup.manage'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Check if a property exists
Check if a property exists by id.<br>you need to be authorized (no particular scope required)
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Check if a unit attribute exists
Check if a unit attribute exists<br>you must have at least one of these scopes: 'unitattributes.read, setup.read, setup.manage'.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Check if a unit exists
Check if a unit exists by id.<br>you must have at least one of these scopes: 'units.read, setup.read, setup.manage'.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Check if a unit group exists
Check if a unit group exists by id.<br>you must have at least one of these scopes: 'unitgroups.read, setup.read, setup.manage'.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Clones a property
Use this call to clone a specific property. this operation creates a new property with inventory and rate plans from the specified property.<br>you must have at least one of these scopes: 'properties.create, setup.manage'.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Create a unit
Use this call to create a new unit.<br>you must have at least one of these scopes: 'units.create, setup.manage'.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Create a unit attribute
Use this call to create a new unit attribute.<br>you must have at least one of these scopes: 'unitattributes.create, setup.manage'.
Connect any two apps with Notis in the middle.
Google Docs and Apaleo, 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 Apaleo.