Turn a verified CRM lead into a rental customer
Move a ready-to-rent customer into Booqable without retyping verified details, while keeping uncertain records out of customer creation.
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 details between systems takes time and can create duplicate or incomplete renter records.
- Create a customer record from details already reviewed in Agile CRM.
- Avoid creating records when required details are missing or unverified.
- Give the team a clear report of completed and blocked onboarding.
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 create a Booqable customer only when the Agile CRM details are verified, and to report missing details without creating a record.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real, verified lead and confirm the new customer record in Booqable.
Questions about this workflow
What does verified mean here?
Use the review status or confirmation process your team already maintains in Agile CRM, and state that condition in the instruction.
Does this also create an order?
No. It creates a Booqable customer record only. Order creation requires customer and rental timing details.
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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