Check for an existing rental customer first
Let Notis search Booqable when a campaign lead arrives, so you can see whether a customer record may already exist.
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
A new lead may already have a Booqable record, and searching manually adds another step to follow-up.
- Search Booqable customers using details provided with the lead request.
- Surface possible existing records for review before onboarding.
- Keep customer creation decisions grounded in a search result.
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 incoming lead details to use when searching for an existing customer.
- 4Choose the webhook trigger and arrange for the HTTP request to carry those details.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Does this workflow create or merge customer records?
No. It searches customers and reports possible matches for review.
What starts it?
An HTTP request starts the Notis webhook trigger with the lead details.
Can it guarantee there are no duplicates?
No. Search results can help identify possible existing records, but a person should review uncertain matches.
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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