Turn completed rental paperwork into a customer record
After the customer details have been checked in the paperwork process, send them to Booqable as a new customer record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Creates a new customer record.
Why this helps
Manually re-entering verified customer details after paperwork is complete adds busywork and invites mistakes.
- Reduce retyping after customer details are verified.
- Keep completed paperwork and customer setup in one flow.
- Use a run report to spot details that need attention.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Booqable once in the Notis portal.
- 2Create an automation and describe when verified details should become a Booqable customer.
- 3Choose the webhook trigger and send a request only after customer details are verified.
- 4Choose where Notis should send run reports.
- 5Test with one real, approved customer record.
Questions about this workflow
Does the workflow verify identity or customer details?
No. The request should only be sent after your process has verified the details to use.
Will a webhook from ActiveMerge trigger this automatically?
There is no ActiveMerge trigger event listed here. An external system must send an HTTP request to the Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Booqable. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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