Review rental customer context before a deal conversation
Bring customer history into your preparation without switching systems to search manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customers
Retrieves a list of customers.
Why this helps
A founder can enter a conversation without useful rental customer context when CRM and rental records are separate.
- Gather customer context for a targeted handoff.
- Prepare for a rental or investor conversation with relevant records.
- Reduce manual searching across systems.
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 describe the contact preparation outcome.
- 3Ask Notis to retrieve Booqable customers relevant to the supplied Affinity contact details and summarize likely matches and any ambiguity.
- 4Choose the webhook trigger and a destination for reports.
- 5Test with one real contact known to have a Booqable customer record.
Questions about this workflow
Does this retrieve a customer's orders too?
The selected action retrieves customer records. Order history requires a separate Booqable order search or retrieval workflow.
What if several customers match?
Have Notis report the candidates and matching evidence so a person can confirm the correct record.
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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