Find existing Booqable customers from a WhatsApp chat
Check whether a customer record already exists before you start a new conversation or booking.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Why this helps
Repeatedly searching for customer records interrupts replies and can lead to duplicate records.
- Search for existing customer records based on chat details.
- Reduce repeated customer lookups across apps.
- Keep the inquiry connected to customer context.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to search Booqable customers using identifying details supplied in an incoming WhatsApp message.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real example using a customer name or email.
Questions about this workflow
Does this create a new customer if none is found?
No. It lists and searches customers. Creating a customer requires the separate Create Customer action and verified details.
What customer information should the request include?
Use a name, email, or other detail that is available in the chat and useful for finding a record.
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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