Check rental inventory around upcoming policy dates
See availability alongside the upcoming dates that matter to your client work, without another manual catalog search.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Inventory Levels
Retrieves product availability across locations for a date range.
Why this helps
When client dates and rental planning live in different systems, availability checks can slip until the last minute.
- Surfaces relevant inventory availability on a schedule
- Helps staff spot availability questions earlier
- Keeps the report focused on dates that have a stated rental need
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name that identifies the date review.
- 3Tell Notis to review upcoming AgencyZoom policy dates and check Booqable inventory only when a rental need and requested date range are present; report missing dates or product details.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real record that includes a rental need, product, and date range.
Questions about this workflow
Can Notis infer the rental period from a policy date?
The listed app information does not define a rental-period rule. Supply the required date range in the AgencyZoom record or the automation instruction; otherwise Notis should report it as missing.
Does this reserve inventory?
No. The selected action retrieves inventory levels for a date range; it does not create a booking or reserve stock.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Booqable. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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