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Check Apaleo property references as leads arrive

Catch a missing property reference while a new hotel lead is still fresh.

Trigger

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

Action

Check if a property exists

Check if a property exists by id.<br>you need to be authorized (no particular scope required)

Why this helps

New leads may arrive with a hotel property reference that no one has checked against the operational system.

  • Check a property reference as new leads enter Salesforce.
  • Make missing or invalid references visible in the run report.
  • Keep lead intake connected to hotel operations.

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 check whether the Apaleo property referenced by each new lead exists and report the result. State the property ID location or matching rule if needed.
  • 4Pick the Salesforce New Lead Trigger and choose where run reports go.
  • 5Test with one real lead that includes a known property reference.

Questions about this workflow

Does this workflow enrich or edit the lead?

No. The available Apaleo action checks for a property and returns a result for the report.

What if the lead has no property reference?

Instruct Notis to report that the reference is missing. A property ID or matching rule must be available for a successful check.

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.

TriggerScheduled

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'.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Check if a property exists

Check if a property exists by id.<br>you need to be authorized (no particular scope required)

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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'.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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'.

ActionInstant

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.

TriggerPolling

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'.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

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'.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

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'.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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'.

ActionInstant

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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