Keep priority customer details easy to review
Bring a key customer record into a regular follow-up routine, without searching for it each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customer
Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.
Why this helps
High-priority customer context gets harder to track when it lives in a record you rarely open.
- Retrieve a known customer's current details regularly.
- Prepare a focused review for follow-up.
- Reduce repeated manual lookups.
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 fetch the selected Booqable customer by their known ID and summarize relevant returned details for follow-up.
- 4Pick a notis_cron schedule and choose where run reports should go.
- 5Test with one real example using a confirmed customer ID.
Questions about this workflow
Can it identify the customer without an ID?
This action retrieves a specific customer by ID. Include the known customer ID in the prompt.
Will it discover recent interactions or booking history?
Only information included in the returned customer details is available. Provide any missing history separately if the review depends on it.
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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