Find customer contact details that need a second look
Keep renter records easier to use by reviewing customer contact details on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Customers
Searches customer records.
Why this helps
Invalid contact details can go unnoticed until you need to reach a renter about a booking.
- Identify contact information that may need correction.
- Review customer records without repeatedly exporting or searching by hand.
- Keep suggested fixes visible for a person to confirm.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Booqable once in the Notis portal.
- 2Create an automation and describe which customer records to review and how to report uncertain details.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with a small set of real customer records and inspect the review results.
Questions about this workflow
Will this workflow edit customer records?
No. The selected action searches customers. Have Notis report potential issues for review; the listed actions do not include updating a customer.
Can it validate every customer at once?
The search action may return paginated results. Describe the desired review scope, and account for pagination limits in the connected action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Booqable. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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