Keep rental payment records visible during follow-up
Review payment records on a regular cadence and bring the relevant job context into the same report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Payments
Retrieves payment records.
Why this helps
Payment follow-up is easy to lose among job coordination and booking tasks when records need to be checked manually.
- Review payments using available filters.
- Keep payment records visible in a recurring report.
- Connect the review to relevant job context supplied to Notis.
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 payment filters and AccuLynx job context relevant to the review.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real filter and check the report against Booqable.
Questions about this workflow
Will this collect or process a payment?
No. List Payments retrieves payment records; it does not charge a customer or change payment status.
Can it determine which payment belongs to a job?
Only if the available records and supplied context establish that relationship. Include relevant order or job details when available.
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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