Review Booqable customers for compliance follow-up
Get a focused customer list before compliance tasks become forgotten follow-ups.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Why this helps
Customer records and compliance queues drift apart between reviews.
- Create a repeatable review habit
- Spot records needing attention
- Receive one concise report
Setup
Build it in a few focused steps.
- 1Connect 21risk and Booqable in Notis once.
- 2Create an automation named Weekly customer compliance review.
- 3Tell Notis to retrieve customers and summarize records that need 21risk follow-up.
- 4Pick a recurring schedule and a report channel.
- 5Run one test review against the current customer list.
Questions about this workflow
Does this change customer records?
No. It retrieves the list and reports findings unless you add a separate action.
What counts as needing follow-up?
Define the criteria in your instruction or provide them in the webhook history.
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.
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.
21risk and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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