Check for an existing Booqable customer before onboarding
Make it easier to spot an existing rental customer before setting up a new record from a deal.
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
New rental handoffs can create duplicate customer records when nobody checks the existing customer list first.
- Surface likely existing customer records during onboarding.
- Reduce duplicate customer creation.
- Review uncertain matches before taking action.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for customer reconciliation.
- 3Ask Notis to search Booqable customers using the supplied Affinity contact details and report likely matches with the evidence used.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real contact that is already known to Booqable.
Questions about this workflow
Does it merge duplicate customers?
No. It searches and reports possible matches. The available action does not merge customer records.
What information improves matching?
Provide reliable contact details such as name and email from the Affinity handoff. Notis can report when the supplied information is insufficient or ambiguous.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Booqable. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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