Scan customer records for follow-up context
Give customer follow-ups a regular review slot and let Notis pull the relevant records together.
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
Follow-up opportunities can disappear into a customer list when there is no consistent review.
- Run a recurring scan of customer records.
- Summarize follow-up details present in the returned records.
- Reduce the burden of manually reviewing customer lists.
Setup
Build it in a few focused steps.
- 1Connect Booqable in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to retrieve Booqable customers and surface follow-up context supported by the returned customer data.
- 4Pick a notis_cron schedule and choose where run reports should go.
- 5Test with one real example and provide any missing follow-up history the review needs.
Questions about this workflow
Can it identify customers overdue for follow-up?
Only if the records include the dates or history needed to make that judgment. Add the missing baseline or history in the prompt if needed.
Does this contact customers automatically?
No. It retrieves records and prepares a review; it does not send WhatsApp messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Booqable. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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