Find customer records that need rental paperwork follow-up
Set a recurring review for the customer records that match your stated criteria, then get a report that helps you decide who needs a follow-up.
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
Customer follow-up gets harder when the next step is buried in a long list of records.
- Search for customers using clear criteria in plain language.
- Create a recurring reminder to review matching records.
- Keep follow-up candidates in a report for a human to assess.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Booqable once in the Notis portal.
- 2Create an automation and describe the customer criteria and follow-up review outcome.
- 3Choose the recurring schedule trigger and specify the review cadence in the instruction.
- 4Choose where Notis should send run reports.
- 5Test against real customer records and check that the matches are relevant.
Questions about this workflow
Will this send messages to the customers?
No. This workflow searches customer records and reports matches for review.
What criteria can I use?
State the criteria in your instruction, using information available in Booqable customer records or details you supply.
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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