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Notis

Keep rental products easy to find for document work

Schedule a catalog search around the product criteria your document process needs and receive matching items in a run report.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Products

Retrieves a list of products.

Why this helps

Finding the right rental products for a document template can mean repeatedly browsing a large catalog.

  • Find relevant products through a repeatable catalog search.
  • Keep product discovery tied to the rental document process.
  • Get results in a report for review and use.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Booqable once in the Notis portal.
  • 2Create an automation and describe the product criteria needed for your document workflow.
  • 3Choose the recurring schedule trigger and state how often the catalog should be reviewed.
  • 4Choose where Notis should send run reports.
  • 5Test with real catalog products and confirm the results are useful.

Questions about this workflow

Does this update the product catalog?

No. It lists products matching the search. It does not edit the Booqable catalog.

Can it use criteria from an ActiveMerge template?

The instruction can use criteria you provide. ActiveMerge has no trigger event listed, so a template change will not start this scheduled workflow.

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.

TriggerScheduled

Create Customer

Creates a new customer record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Order

Creates a new order.

ActionInstant

Create Product Group

Creates a product group to organize related items.

ActionInstant

Delete Customer

Archives a customer so they no longer appear in searches.

ActionInstant

Delete Order

Archives an order so it no longer appears in active listings.

ActionInstant

Delete Product Group

Permanently deletes a product group from the catalog.

ActionInstant

Get Customer

Retrieves the details of a specific customer.

ActionInstant

Get Customers

Retrieves a list of customers.

ActionInstant

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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