Find campaign contacts that may need customer onboarding
Ask Notis to review a contact segment and search Booqable, then return a focused list of possible onboarding gaps.
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
It is easy to lose track of which active contacts have been set up as rental customers when the lists are in separate apps.
- Review a defined set of contacts on a recurring schedule.
- Search for corresponding Booqable customer records using available contact details.
- Get a concise report of contacts that may need onboarding or manual checking.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Booqable once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe which contacts to review and how Notis should identify possible customer matches.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Does this workflow create missing customers automatically?
No. It searches customers and reports possible gaps for review.
What contact set should it review?
Specify the contacts or segment in your instruction. ActiveCampaign trigger events are not listed for this pair.
How often can it run?
Choose a recurring schedule in Notis that matches how often you want to review onboarding gaps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Booqable. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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