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Notis

Turn Rental Opportunities into Booking Widgets

Keep a booking path close at hand when a rental opportunity moves forward. Ask Notis to create a Bookingmood widget using the details available in Salesforce.

Trigger

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

Action

Create Booking Widget

Tool to create a new booking widget. use after preparing widget parameters.

Why this helps

Rental opportunities can stall while someone separately prepares a way for a prospect to make a booking request.

  • Reduce the delay between a sales update and preparing a booking path.
  • Keep the opportunity context available while preparing the widget.
  • Get a run report in the channel you choose.

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 booking widget for the rental opportunity using the available opportunity details.
  • 4Pick the Salesforce New or Updated Opportunity trigger, then choose where run reports go.
  • 5Test with one real opportunity and confirm the widget details before sharing it.

Questions about this workflow

Does this check rental availability?

No. The listed Bookingmood availability search action is deprecated. This automation creates a widget and does not confirm availability.

Can I review the widget before sharing it?

Yes. The automation can prepare the widget and report the result. Review the details and share its booking path yourself.

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.

TriggerScheduled

Create Booking Widget

Tool to create a new booking widget. use after preparing widget parameters.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Booking Details

Tool to delete booking details matching given filters. use after confirming which booking detail records to remove.

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

List Organizations

Tool to list organizations. use when you need to retrieve all organizations accessible by the current api key.

ActionInstant

Contact Updated

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

TriggerPolling

List Booking Widgets

Tool to list booking widgets. use when you need to fetch available widget configurations.

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

Deprecated: Search availability

Deprecated: replaced by search availability.py

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Update Booking Details

Tool to update existing booking detail records. use when modifying guest-filled form fields for bookings matching specific filters.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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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