Keep Guest Booking Details Current
When a guest's contact information changes in Salesforce, ask Notis to update the matching Bookingmood booking details with the relevant information.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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
Contact changes can leave guest details stale in booking records unless someone remembers to update both systems.
- Carry relevant contact changes into matching booking details.
- Reduce manual re-entry after a guest update.
- Use Notis run reports to see when the automation ran.
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 find matching Bookingmood booking details and update only relevant guest-filled fields from the changed contact.
- 4Pick the Salesforce Contact Updated trigger, then choose where run reports go.
- 5Test with one real contact and verify the matching booking details.
Questions about this workflow
How does Notis know which booking details to update?
Describe the matching information in your instruction, such as a guest email if both systems provide it. If there is no reliable match, the workflow should report that rather than update an uncertain record.
Can it update every field in the booking?
The listed action updates guest-filled booking detail fields. Tell Notis which relevant details to update and review the result.
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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