Create a verified Booqable customer from WhatsApp
Capture a new customer's verified details without interrupting your chat flow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Copying verified customer details into another system creates extra steps during onboarding.
- Create a record after customer details are verified.
- Reduce manual re-entry during rental onboarding.
- Keep the source conversation available for 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 create a Booqable customer only after the incoming WhatsApp conversation contains verified customer details.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real example using verified customer details.
Questions about this workflow
Should it create a customer for every new WhatsApp contact?
No. Create a record only after details are verified and the customer is ready to be onboarded.
Can it also create an order?
This workflow creates a customer record. Creating an order is a separate action and requires a valid customer ID and timing details.
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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