List Apaleo properties when a note requests a portfolio view
Give teams a current property inventory without a manual portal search.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Get a properties list
Get the list of properties.<br>you need to be authorized (no particular scope required)
Why this helps
Portfolio questions create small but frequent interruptions for operations teams.
- Answer portfolio questions quickly
- Use current data
- Keep reviews in the existing workstream
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Apaleo once.
- 2Create an automation for portfolio list requests.
- 3Tell Notis to detect notes requesting a property list, retrieve the list, and summarize it for the team.
- 4Pick the New Note Received Trigger, choose where reports go, and test with one request note.
Questions about this workflow
Can the note request a filtered list?
Notis can follow the instruction when the available Apaleo action supports the requested information.
Does this create or change properties?
No. It retrieves the property list only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Apaleo. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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'.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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'.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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'.
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'.
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'.
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.
Pipedrive and Apaleo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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