Create a Booqable customer from every qualified lead
Stop retyping contact details after a lead is ready. Let Notis create the Booqable customer while you move to the next conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Qualified leads wait while customer records are entered by hand.
- Cuts duplicate data entry
- Creates customers only after verification
- Keeps sales handoff moving
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Booqable in the Notis portal.
- 2Create a new automation and describe that verified webhook leads should become Booqable customers.
- 3Choose the Notis webhook trigger.
- 4Select a report channel for run updates.
- 5Send one real verified lead payload to test the workflow.
Questions about this workflow
What information should the webhook include?
Include the verified customer details you want Notis to use, such as name and email.
Will unverified leads be created?
Tell Notis to create a customer only when the incoming payload states that details were verified.
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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