Check for an existing Booqable customer before onboarding an Adrapid lead
Know whether a lead already exists before adding another customer record.
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
Duplicate customer records appear when campaign leads are entered without a quick lookup.
- Reduces duplicate records
- Shows possible matches for review
- Leaves the create decision with the operator
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Booqable in Notis once.
- 2Create an automation that says: search Booqable customers using the exact name and email supplied in the Adrapid payload, then report matches and do not create anything automatically.
- 3Choose the Notis webhook trigger and send the lead payload from Adrapid or your backend.
- 4Choose where duplicate check reports go.
- 5Test with one real lead and verified contact details.
Questions about this workflow
Will it merge customers?
No. It only searches and reports possible matches.
What if the lead email is missing?
The workflow reports that the email is required for a reliable duplicate check.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Booqable. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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