Find a matching Booqable customer before onboarding
Check whether a client already exists in Booqable before creating another customer record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Customers
Searches customer records.
Why this helps
Creating a second customer record can split rental history and make it harder to find the right contact.
- Spot likely existing customer records before onboarding.
- Reduce fragmented rental histories.
- Keep uncertain matches visible for human review.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to search Booqable for a customer matching the Agiled client's available identifiers and report possible matches without deleting or merging records.
- 4Choose the webhook trigger and select a channel for run reports.
- 5Test with one real client handoff and review the matches.
Questions about this workflow
Will this workflow merge duplicate customer records?
No. The listed search action finds customers. It does not merge or update records.
What if there are several possible matches?
Have Notis report the candidates and the identifiers that match, then review them before taking any action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Booqable. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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