Check for an existing rental customer before creating another
Search for a matching Booqable customer first so the team can review the existing record before starting a new one.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Customers
Searches customer records.
Why this helps
Creating customer records without checking for an existing match can leave sales and rental teams with scattered histories.
- Search Booqable before a new customer record is considered.
- Use lead contact details to focus the lookup.
- Give the team a clear report for the next handoff step.
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 which lead details to use for the customer search and ask for a report of possible matches.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead and verify the search results against Booqable.
Questions about this workflow
Will the workflow merge or change customer records?
No. Search Customers retrieves customer data; it does not merge or update records.
What details should the webhook provide?
Provide identifying details that are available and appropriate for the search, such as the lead's name or email. Do not assume missing details.
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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