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Notis

Create Booqable customers from approved 21risk audit owners

Move verified client details from compliance work into rental operations without retyping them.

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

Verified contacts sit in audit notes while the rental team waits for a customer record.

  • Reduce duplicate data entry
  • Start rentals with verified contact details
  • Keep audit and booking work connected

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Booqable in Notis once.
  • 2Create an automation named Audit owner to customer.
  • 3Tell Notis to create a Booqable customer only when the webhook contains verified owner details.
  • 4Choose the webhook trigger and a report channel.
  • 5Send one real approved owner payload to test it.

Questions about this workflow

What starts this workflow?

A Notis webhook carrying a verified 21risk audit owner payload.

Will unverified contacts be created?

The instruction can require verified details before creating the customer.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 21risk to Booqable. A trigger fires from one place; an action lands in another.

21risk 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.

21risk and Booqable, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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