Review Booqable orders for campaign follow-up
Put a recurring rental order review on your calendar without rebuilding the search by hand.
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
When order checks depend on memory, relevant rental activity can be missed before a campaign follow-up.
- Run a recurring search for orders matching supplied criteria.
- Bring relevant order results into a report for the next follow-up.
- Reduce manual searching across customer and date details.
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 which supplied customer or date criteria to search in Booqable orders and how to summarize matching results.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real example using criteria that identify the orders you want to review.
Questions about this workflow
Does the schedule pull campaign data from ActiveTrail?
No ActiveTrail trigger or data-fetch action is listed here. Provide the customer or date criteria in the automation instruction or its run context.
Can this workflow send a campaign?
No. It searches Booqable orders and reports results. Sending or changing an ActiveTrail campaign is outside the listed target actions.
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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