Bring guest context into sales follow-up
Give a follow-up owner the Bookingmood guest details relevant to a sales conversation without searching through separate screens.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Booking Details
Retrieves guest-submitted details for bookings, with optional filtering and pagination.
Why this helps
Owners lose time switching between booking records and Agile CRM just to understand the context behind a reservation.
- Retrieve guest-filled fields for a specific booking context.
- Make reservation-related follow-up easier to prepare.
- Keep sensitive or irrelevant detail out of summaries by asking for only useful context.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Bookingmood once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, say to retrieve the Bookingmood details for the booking reference and summarize only the information relevant to the Agile CRM follow-up.
- 4Choose the notis_webhook trigger and configure the request to include the booking reference and sales context.
- 5Choose a report channel, then test with one real booking and check that the retrieved details support the intended follow-up.
Questions about this workflow
What information does this retrieve?
Bookingmood booking details contain guest-filled form field data, such as names, contact information, and custom field values. The workflow should retrieve only what the follow-up needs.
Does this automatically write the guest details into Agile CRM?
No Agile CRM action is listed. Notis can prepare a summary for review, but this workflow does not update CRM records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Bookingmood. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Bookingmood actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Booking Widget
Creates a booking widget.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Product
Creates a bookable product and automatically adjusts the subscription to the product count.
Delete Booking Details
Deletes booking details that match the selected criteria.
Create Site Pages
Creates new pages for a site.
List Organizations
Lists the organizations available to the current account.
List Booking Widgets
Lists the booking widgets available to the current account.
Delete Attributes
Deletes matching attributes after you confirm which records to remove.
Delete Bookings
Deletes matching bookings; at least one filter is required to prevent deleting them all.
Connect any two apps with Notis in the middle.
Agile CRM and Bookingmood, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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