Find rental orders that need follow-up on active deals
Let a scheduled review surface Booqable orders connected to your current Affinity deal work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Orders
Searches orders by status, dates, customer, or combined conditions.
Why this helps
Orders and deal follow-ups can drift apart when teams have to remember to check separate systems.
- Bring potentially related rental orders into a regular review.
- Surface orders that may need a deal follow-up.
- Reduce the need to remember manual cross-system checks.
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 order review.
- 3Ask Notis to use available active deal details to search Booqable orders for likely matches and report the evidence and uncertain matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real deal and a known Booqable order.
Questions about this workflow
Can the workflow know which deals are active?
Only if the active deal details are made available to Notis through the prompt context or a supported request. Otherwise, provide the list or define the review scope.
Does it change or create orders?
No. This workflow searches orders and reports potential follow-up; it does not modify them.
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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