Add Apaleo property context to Salesforce task follow-up
Make property context easier to find when a Salesforce task signals that work is moving.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Get a properties list
Get the list of properties.<br>you need to be authorized (no particular scope required)
Why this helps
A completed sales or operations task can leave the next person searching another app for the relevant property.
- Use a Salesforce task event to prompt a property lookup.
- Include relevant Apaleo property information in a run report.
- Reduce app switching during handoffs.
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 property list and identify the property relevant to the task. Provide a property ID or matching rule if the task data does not identify it.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports go.
- 5Test with one real task and confirm the report identifies the intended property.
Questions about this workflow
Can I filter this trigger to only completed tasks?
The listed trigger supports optional filtering by task status or subject. Pick the trigger and provide the relevant filter if desired.
Does this workflow update the task?
No. It retrieves Apaleo property information and includes relevant context in the run report.
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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