List Apaleo units when a setup note needs inventory context
Give the team a current unit view without leaving the note-driven workflow.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Get a units list
Get the list of units.<br>you must have at least one of these scopes: 'units.read, setup.read, setup.manage'.
Why this helps
Inventory questions trigger repetitive searches across notes and the PMS.
- Speed up inventory checks
- Reduce system switching
- Make setup conversations more actionable
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Apaleo in Notis.
- 2Create an automation for unit list requests.
- 3Tell Notis to read the note, retrieve the relevant Apaleo units, and summarize the result for the team.
- 4Choose the New Note Received Trigger, select a report destination, and test with a real setup note.
Questions about this workflow
Can the note specify a property?
Yes. Include the property context in the note or automation instruction.
Will this modify any units?
No. It retrieves the unit 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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