Check rental availability before you reply to a lead
Get a quick read on whether the equipment a prospect wants is available for their dates, so your next response can be specific and useful.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Inventory Levels
Retrieves product availability across locations for a date range.
Why this helps
You switch between your CRM and rental system to answer availability questions, and a slow reply can leave a promising lead waiting.
- Check requested products and date ranges against Booqable inventory.
- Surface missing product or date details before making a commitment.
- Keep the availability result with the lead follow-up process.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to read incoming lead details and check Booqable inventory for the requested items and dates, flagging missing information or unavailable items.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead request and confirm the result before relying on it.
Questions about this workflow
Does this workflow reserve equipment?
No. It checks inventory levels for the requested date range. It does not create a reservation or order.
What if the lead has not provided dates or a specific item?
Notis can report which details are missing so you can request them before checking availability.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Booqable. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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