Review Apaleo unit attributes on a schedule
Make recurring setup reviews easier with a report of the unit attributes your team cares about.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get unit attribute list
Get unit attribute list<br>you must have at least one of these scopes: 'unitattributes.read, setup.read, setup.manage'.
Why this helps
Unit setup details can drift out of sight when reviews rely on someone remembering to check them manually.
- Retrieve unit attributes on a recurring schedule.
- Send the relevant list to a consistent report channel.
- Reduce reliance on memory for routine setup reviews.
Setup
Build it in a few focused steps.
- 1Connect Apaleo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which Apaleo unit attributes to retrieve and summarize in the report.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real example and confirm the report returns the intended attributes.
Questions about this workflow
Will this change or create unit attributes?
No. The listed action retrieves a unit attribute list for review.
Can the report call out a baseline difference?
Only if you supply a baseline or other comparison data. The list action does not provide a historical baseline.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Apaleo.