Keep inactive customer records out of active search
A short scheduled review can clear confirmed inactive records from your working view without a manual cleanup session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Delete Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
Why this helps
Old customer records clutter searches and make active work harder to find.
- Reduces search clutter
- Adds a confirmation gate
- Creates an auditable cleanup routine
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Booqable in the Notis portal.
- 2Create an automation instructing Notis to archive only customer ids confirmed for removal.
- 3Choose a recurring schedule trigger.
- 4Select the channel for run reports.
- 5Test with one confirmed inactive customer id.
Questions about this workflow
Does the workflow decide who is inactive?
Provide the customer ids and confirmation context. Notis should not infer removal eligibility without that input.
Can archived customers be restored here?
No. This workflow performs the available archive action; handle restoration separately if supported.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Booqable. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Booqable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Customer
Tool to create a new customer. use when onboarding a new client and you have verified their details. example: create 'jane doe' with email jane@doe.com.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Order
Tool to create a new order. use after collecting valid customer id and timing details. example: create an order for customer '297f2584-...' starting at '2018-01-01t09:00:00z'.
Create Product Group
Tool to create a new product group in booqable. use when you have defined the group's name and pricing details and want to organize items under a shared group.
Delete Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
Delete Order
Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.
Delete Product Group
Tool to delete a product group by id. use when you need to permanently remove a product group from your catalog after confirming its identifier.
Get Customer
Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Connect any two apps with Notis in the middle.
0CodeKit and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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