Get customer record details while handling WhatsApp
Bring the details of a known Booqable customer into the flow of your conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
You have a customer identifier in the chat, but need to open another system to retrieve their record.
- Fetch full details for a known customer ID.
- Keep customer context close to the conversation.
- Cut down on manual record navigation.
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 retrieve the Booqable customer record for the ID provided in the incoming WhatsApp message.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real example that includes a confirmed customer ID.
Questions about this workflow
Can this search by email?
This action fetches a specific customer by ID. For a broader lookup, use the customer list search workflow.
Does this edit the customer record?
No. It retrieves customer details without changing the 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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