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Notis

Keep approved partners ready in Booqable

A scheduled onboarding pass turns approved partner records into usable Booqable customers before the next booking arrives.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

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.

Why this helps

New partners are approved but still missing from the rental system when work begins.

  • Prepares partners before bookings
  • Uses verified details
  • Reduces last minute setup

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Booqable in the Notis portal.
  • 2Create an automation describing how approved partner records should become customers.
  • 3Choose a recurring schedule trigger.
  • 4Choose the run report destination.
  • 5Test with one approved partner record.

Questions about this workflow

How does Notis know a partner is approved?

Include an approval status in the records or prompt context you provide.

Will duplicates be avoided?

Tell Notis to check the provided context and report uncertain matches before creating a record.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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'.

ActionInstant

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.

ActionInstant

Delete Customer

Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.

ActionInstant

Delete Order

Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.

ActionInstant

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.

ActionInstant

Get Customer

Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.

ActionInstant

Get Customers

Tool to retrieve a list of customers. use when you need to paginate through customers.

ActionInstant

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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