Give New Rental Contacts a Booking Path
A new contact can signal an incoming rental inquiry. Let Notis prepare a Bookingmood widget from the information Salesforce has, ready for your review.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Create Booking Widget
Tool to create a new booking widget. use after preparing widget parameters.
Why this helps
A new inquiry may be easy to miss when contact entry and rental follow-up happen in different tools.
- Start preparing a rental booking path when a contact is created.
- Reduce the need to copy inquiry context between apps.
- Review the widget before sending it to a prospective guest.
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 prepare a Bookingmood widget for the rental inquiry using the new contact details available.
- 4Pick the Salesforce New Contact trigger, then choose where run reports go.
- 5Test with one real contact and review the widget details before sharing.
Questions about this workflow
Does every new contact become a booking?
No. The workflow prepares a widget for review. It does not create a confirmed booking.
What if the contact has no rental details?
Notis can only use information returned by Salesforce. Include any missing rental context in your instruction or provide it before using the widget.
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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No card. Works with personal or business Bookingmood.