List Apaleo unit groups from new setup notes
Keep room category conversations grounded in the current Apaleo configuration.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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
Teams lose time reconciling room group discussions with the live PMS setup.
- Use live configuration context
- Reduce reconciliation work
- Support faster setup decisions
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Apaleo in the Notis portal.
- 2Create an automation for unit group lookups.
- 3Tell Notis to retrieve the relevant Apaleo unit groups for each qualifying note and summarize them.
- 4Select the New Note Received Trigger, choose a report channel, and test with one note.
Questions about this workflow
Can this identify unit groups for one property?
Include the property context in the note or instruction so Notis can use it.
Does it edit unit groups?
No. This workflow only lists them.
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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