Review Apaleo units when hotel accounts change
Bring a timely view of hotel units into account follow-up, with a report you can scan quickly.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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
Account changes can prompt operational questions, but checking the relevant unit inventory takes extra steps.
- Retrieve units after a relevant account change.
- Summarize property inventory context in a run report.
- Reduce manual operational checks during account follow-up.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Apaleo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve the Apaleo units for the property associated with the changed account and summarize the results. Provide the property ID or matching rule if needed.
- 4Pick the Salesforce Account Created or Updated trigger and choose where run reports go.
- 5Test with one real account tied to a known Apaleo property.
Questions about this workflow
Does the workflow modify units?
No. The listed action retrieves a units list for review and reporting.
Can it identify a property from an account name alone?
Only if the account data and your instruction provide a reliable matching rule. Otherwise supply the Apaleo property ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Apaleo. A trigger fires from one place; an action lands in another.
Salesforce 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)
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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'.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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'.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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'.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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'.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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'.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Apaleo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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