Automated Monthly Portfolio Briefing
Know your portfolio size at a glance. Every month, Notis counts your properties and sends a snapshot so you always know where you stand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Return total count of properties
Return total count of properties<br>you need to be authorized (no particular scope required)
Why this helps
Manual monthly property counts are administrative overhead. Missing counts delays strategic planning and growth tracking.
- Monthly visibility into portfolio size
- Support strategic growth planning
- Reduced manual reporting
- Clear growth tracking
Setup
Build it in a few focused steps.
- 1Verify Notis has Apaleo access.
- 2Create an automation: 'Monthly Property Portfolio Report'.
- 3Tell Notis: 'On the first of each month at 9 AM, count all properties in Apaleo and send a report to [Channel] showing total properties, live vs. test, and month-over-month change.'
- 4Choose your report channel.
- 5Test by checking your channel the first of next month.
Questions about this workflow
Can I see year-over-year growth in the report?
Yes. Notis can compare this month to the same month last year if you ask.
What if I want the report on a different day - e.g., the 15th?
You can choose any day. '15th of each month' works just as well.
Can I see properties categorized - e.g., by region or status?
Yes. Ask Notis to break down the portfolio by property status, region, or any other category.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Apaleo. A trigger fires from one place; an action lands in another.
Linear 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)
Comment Received Trigger
Triggered when a comment is received.
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'.
Issue Created Trigger
Triggered when a new issue is created.
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'.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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'.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
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'.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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'.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear and Apaleo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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