Turn qualified rental leads into customer records
Move verified contact details from lead research into Booqable without retyping them by hand.
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
Copying customer information between tools adds busywork and creates avoidable errors in rental records.
- Reduce repeated data entry
- Create a customer only when details are verified
- Make captured leads easier to follow up in Booqable
Setup
Build it in a few focused steps.
- 1Connect Agenty and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis to create a Booqable customer from an Agenty-captured lead only when the required customer details are present and verified.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real, verified lead and check the resulting Booqable customer record.
Questions about this workflow
Will it create a customer from any captured lead?
Instruct Notis to proceed only when the lead details are verified and sufficient. Incomplete or uncertain leads should be reported for review.
Can it check whether the customer already exists?
The listed create action does not itself establish whether a matching customer already exists. If avoiding duplicates matters, include a search step only if the automation can use the available Booqable customer search action.
Does creating a customer create a rental order too?
No. This workflow creates a customer record only. An order requires valid customer identification and timing details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Booqable. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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