Bring the right customer details into rental coordination
Look up a known customer record from the job context to support a more informed rental follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customer
Retrieves the details of a specific customer.
Why this helps
Teams lose time reopening customer records when contact context is not available beside the job.
- Retrieve full details for a known customer.
- Keep customer context close to the related job handoff.
- Avoid repeated manual navigation between apps.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe when to retrieve customer details and require a confirmed Booqable customer ID in the supplied context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real customer ID and review the returned record.
Questions about this workflow
Can this find a customer by name?
No. Get Customer retrieves a specific customer by ID. Use Search Customers to look for records by available criteria.
Does the lookup change the customer record?
No. It fetches details for review and does not update the record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Booqable. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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