Keep active rental leads aligned with order activity
A scheduled review helps you notice when an active prospect already has a matching Booqable order, or when the next step still needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Orders
Searches orders by status, dates, customer, or combined conditions.
Why this helps
Sales follow-up gets harder when order activity lives in a separate system and nobody remembers to compare it with open leads.
- Search Booqable orders using customer and date details available in CRM leads.
- Bring likely matching orders and unresolved records into one run report.
- Reduce manual cross-checking during recurring pipeline reviews.
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 review active Agile CRM leads, search Booqable for likely matching orders, and report matches or records that need a human check.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real lead and verify the matching order before using the review routinely.
Questions about this workflow
Can it determine whether a lead is active?
Only if Agile CRM provides a status or other signal that identifies active leads. Tell Notis which CRM signal to use when describing the outcome.
Will it change or create orders?
No. This workflow searches for matching orders and reports the results; it does not edit orders.
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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