Review Booqable payments for campaign follow-up
Bring payment records that need attention into a regular review report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Payments
Retrieves payment records.
Why this helps
Payment follow-up can become another scattered task when records need to be checked across orders and dates.
- Retrieve payment records using supported criteria.
- Group payment follow-up into a recurring review.
- Make relevant records easier to find when preparing customer follow-up.
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 payment dates, orders, methods, or statuses to retrieve and how to summarize the results.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real example using a known filter and review the resulting report.
Questions about this workflow
Does this charge a customer or change a payment?
No. The listed action retrieves payment records. It does not charge customers or update payment status.
Can the workflow infer which payments relate to a campaign?
Only if you provide criteria that connect the payments to the campaign, such as relevant order details or dates. No campaign-to-payment relationship is specified by the available events.
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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