Find Existing Booqable Customers Mentioned in Affinda Documents
See whether a parsed document refers to a customer already in Booqable before creating or updating anything.
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
Repeated customer documents can make it hard to tell whether a renter already has a Booqable record.
- Surface likely existing customer records for a human to review.
- Reduce duplicate customer entry caused by repeated documents.
- Get a scheduled summary of ambiguous matches.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for customer reconciliation.
- 3Tell Notis to review the Affinda document data supplied for the run, search Booqable for matching customers, and report likely matches without changing records.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real document and verify the suggested match against Booqable.
Questions about this workflow
Does the schedule read every Affinda document automatically?
No Affinda trigger or document-listing event is provided here. Supply the relevant document data to the scheduled run.
Will this merge or change customer records?
No. This workflow searches for possible matches and reports them for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Booqable. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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