Match ActiveTrail contacts with Booqable customers
Find whether a campaign contact already has a Booqable record before creating another one.
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
Without a quick customer lookup, a follow-up can create duplicate records or miss existing rental history.
- Search Booqable before adding a campaign contact as a new customer.
- Give your team a match result for follow-up.
- Reduce duplicate customer records caused by manual handoffs.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to search Booqable customers using the contact details included in each request and report possible matches.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact whose details you can verify.
Questions about this workflow
Does this workflow create or update a customer?
No. It searches Booqable customers and reports matches. Customer creation is a separate action.
What should the request include?
Include contact details that can identify the person, such as their email address or name. The search result depends on the details supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Booqable. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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