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Review unit group setup as hotel deals progress

Bring unit group structure into deal follow-up when the team is preparing the next hotel operations discussion.

Trigger

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

Action

List Unit Groups

Get the list of unit groups.<br>you must have at least one of these scopes: 'unitgroups.read, setup.read, setup.manage'.

Why this helps

A hotel opportunity can move forward before anyone checks how its unit inventory is structured in Apaleo.

  • See the available unit groups during deal-stage follow-up.
  • Keep inventory structure review connected to the opportunity.
  • Identify when the deal lacks enough detail to focus the review.

Setup

Build it in a few focused steps.

  • 1Connect HubSpot and Apaleo once in the Notis portal.
  • 2Create an automation named Deal stage unit group readiness.
  • 3Tell Notis: When a deal stage changes, retrieve the Apaleo unit groups relevant to the property described in the deal and summarize them; state when property details are insufficient to narrow the review.
  • 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
  • 5Test with one real deal that includes a property identifier or clear property context.

Questions about this workflow

Does this create or change unit groups?

No. It retrieves the unit group list for review.

Can it select groups for a specific property?

Only when the action's available criteria and deal context support that lookup. If the context is insufficient, the report should say so.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Hubspot to Apaleo. A trigger fires from one place; an action lands in another.

Hubspot triggers

Apaleo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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'.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Check if a property exists

Check if a property exists by id.<br>you need to be authorized (no particular scope required)

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

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'.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

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'.

ActionInstant

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'.

ActionInstant

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'.

ActionInstant

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'.

ActionInstant

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'.

ActionInstant

Connect any two apps with Notis in the middle.

Hubspot and Apaleo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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