Find rental paperwork without searching through every order
Search Booqable documents from the job context so the right quote, invoice, contract, or packing slip is easier to locate.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Documents
Searches documents using combined conditions.
Why this helps
Tracking down rental paperwork can interrupt job coordination when the order and project context are separated.
- Search for relevant rental documents using job context.
- Find paperwork across document types with less manual browsing.
- Keep the lookup report connected to the job handoff.
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 the document to find and provide available customer, order, or other search context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real job and confirm the correct document is found.
Questions about this workflow
Which documents can the search cover?
Booqable documents can include invoices, quotes, contracts, or packing slips, subject to the available search criteria.
Will the workflow create or send paperwork?
No. Search Documents finds matching documents for review; it does not create or send them.
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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