Find the right rental customer record from a client handoff
Look up the existing Booqable customer while the Agiled handoff is open, then continue with confidence.
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
Without a reliable customer lookup, teams can lose time searching or proceed with the wrong rental contact.
- Make customer lookup part of the handoff.
- Return candidate matches for confirmation.
- Reduce risk of acting on an unrelated record.
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.
- 3Ask Notis in one instruction to search Booqable customers using the Agiled handoff's verified identifiers and report candidate matches without changing records.
- 4Choose the webhook trigger and select a channel for run reports.
- 5Test with one handoff and verify the candidate against Booqable.
Questions about this workflow
Does this modify customer records?
No. Search Customers retrieves customer data; it does not update or merge records.
What identifiers should be provided?
Use verified details from the handoff, such as the available customer identifiers. If multiple candidates remain, have Notis report them for review.
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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