Carry Completed Follow-Ups into Booking Details
After a guest follow-up task is completed, let Notis apply the relevant details recorded in Salesforce to a matching Bookingmood booking.
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
Update Booking Details
Tool to update existing booking detail records. use when modifying guest-filled form fields for bookings matching specific filters.
Why this helps
Follow-up notes can be recorded in the CRM but never make it into the booking details the team checks next.
- Carry useful follow-up outcomes into the guest booking record.
- Avoid repeating the same update in two apps.
- Keep a run report for visibility into completed-task updates.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Bookingmood once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to use the completed task details to update relevant fields on the matching Bookingmood booking details.
- 4Pick the Salesforce Task Created or Completed trigger and describe the task status or subject you want Notis to consider in your instruction.
- 5Choose where run reports go, then test with one real completed task and verify the booking details.
Questions about this workflow
Does the trigger support a task status or subject filter?
The Salesforce task trigger supports optional filtering by status or subject. Pick the trigger and describe the tasks relevant to your follow-up workflow.
Will the task text be copied into Bookingmood automatically?
Not necessarily. Tell Notis which information from the task should update guest-filled booking fields, and confirm that information is available in the task payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Bookingmood. A trigger fires from one place; an action lands in another.
Salesforce triggers
Bookingmood actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Booking Widget
Tool to create a new booking widget. use after preparing widget parameters.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Booking Details
Tool to delete booking details matching given filters. use after confirming which booking detail records to remove.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
List Organizations
Tool to list organizations. use when you need to retrieve all organizations accessible by the current api key.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List Booking Widgets
Tool to list booking widgets. use when you need to fetch available widget configurations.
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.
Deprecated: Search availability
Deprecated: replaced by search availability.py
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Update Booking Details
Tool to update existing booking detail records. use when modifying guest-filled form fields for bookings matching specific filters.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Bookingmood, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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