Turn a qualified Affinity contact into a Booqable customer
Move a ready-to-rent contact into Booqable with their verified details and less retyping.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Creates a new customer record.
Why this helps
When a deal moves toward a rental, copying contact details into another system adds friction and invites mistakes.
- Reduce repeated entry of verified contact information.
- Start customer setup from an intentional handoff.
- Catch missing contact details before creating a record.
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 the customer handoff.
- 3In one instruction, ask Notis to create a Booqable customer from the incoming Affinity contact details only when they are verified, and report missing details otherwise.
- 4Choose the webhook trigger and a destination for run reports.
- 5Test with one real contact whose details have been verified.
Questions about this workflow
Will it create a customer for every Affinity contact?
No. Set the prompt and webhook handoff to identify only contacts ready for customer creation, and require verified details.
What happens if required details are missing?
The prompt can have Notis report the missing information rather than create an incomplete customer.
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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