Make customer record reviews a recurring task
Set the criteria once in plain language and let Notis run a regular Booqable customer search with a report for your team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Customers
Searches customer records.
Why this helps
Customer record reviews are easy to postpone when someone must remember to run a search and collect the results.
- Make recurring customer review easier to remember.
- Search for records that match stated criteria.
- Send results to a report channel for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Abyssale and Booqable to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and name it for the customer review.
- 3Tell Notis what customer records to search for and how to summarize the results.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real customer search example.
Questions about this workflow
What criteria can I ask Notis to use?
Describe the customer details or conditions you want to search for. The available search fields depend on Booqable's customer search.
Does this workflow modify customer records?
No. It searches customers and reports the results for review.
Can the schedule be changed later?
Yes. Update the recurring trigger in the automation settings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abyssale to Booqable. A trigger fires from one place; an action lands in another.
Abyssale triggers
Booqable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Customer
Creates a new customer record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Order
Creates a new order.
Create Product Group
Creates a product group to organize related items.
Delete Customer
Archives a customer so they no longer appear in searches.
Delete Order
Archives an order so it no longer appears in active listings.
Delete Product Group
Permanently deletes a product group from the catalog.
Get Customer
Retrieves the details of a specific customer.
Get Customers
Retrieves a list of customers.
Connect any two apps with Notis in the middle.
Abyssale and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Booqable.