Keep upcoming rental orders on your radar
Have Notis review upcoming orders on a schedule and surface the ones that may need paperwork or a follow-up, so they are easier to act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Orders
Searches orders by status, dates, customer, or combined conditions.
Why this helps
Upcoming rentals can slip through when order review depends on remembering to check several systems.
- Put upcoming orders into a predictable review routine.
- Surface orders that may need document preparation.
- Get a concise report without manually searching each time.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Booqable once in the Notis portal.
- 2Create an automation and describe which upcoming orders should be surfaced for review.
- 3Choose the recurring schedule trigger and state the review window in your instruction.
- 4Choose where Notis should send run reports.
- 5Test with a real upcoming order and adjust the instruction if needed.
Questions about this workflow
Can the workflow know whether paperwork is missing?
Only if the order data or information supplied to the workflow indicates that. Otherwise, it can report upcoming orders for manual review.
Does the schedule automatically update or create documents?
This workflow searches orders and reports them. It does not create or update documents.
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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