Bring Apaleo unit context into contact follow-up
Get the unit details you need alongside contact changes, without adding another manual lookup.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Get a unit
Get a unit by id.<br>you must have at least one of these scopes: 'units.read, setup.read, setup.manage'.
Why this helps
Contact updates can require hotel unit context that is difficult to find quickly during a busy handoff.
- Retrieve unit details when an existing Salesforce contact changes.
- Include unit context in the run report for the team.
- Keep contact follow-up connected to hotel inventory.
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 unit referenced by the changed contact and summarize the relevant details in the report. Provide the unit ID or matching rule if needed.
- 4Pick the Salesforce Contact Updated trigger and choose where run reports go.
- 5Test with one real contact that refers to a known Apaleo unit.
Questions about this workflow
Will this update Apaleo unit data?
No. It retrieves a unit by ID and reports details for review.
What reference is required?
Notis needs the Apaleo unit ID or a clear matching rule available in the event data or your instruction.
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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