Keep customer follow-ups from slipping
Bring the customer records that match your review criteria into a concise list you can act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Customers
Searches customer records.
Why this helps
Customer follow-up becomes harder when potential leads and their details are scattered across records and research.
- Search customer records using stated criteria
- Prepare a focused list for follow-up
- Reduce repeated manual browsing
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, specify the customer criteria for Notis to gather with Agenty and search in Booqable, then summarize matching records for follow-up.
- 4Choose a recurring schedule trigger and where run reports should go.
- 5Test with one real search criteria set and review the matching records.
Questions about this workflow
Can it determine which customers need outreach?
Only if the criteria are specified and supported by returned customer data. It should not infer customer intent or history that is unavailable.
Will it send messages to customers?
No. This workflow searches and summarizes customers for your review.
How do I avoid an overly broad review?
Specify a useful search condition and a manageable time or record scope in the instruction, then validate the results during the test.
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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