Review rental customer matches before cleanup
Check the Booqable customer record first so a cleanup request has the right identity attached.
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
Archiving the wrong customer record can hide useful rental history and disrupt follow-up.
- Require identity review before a potentially consequential archive.
- Keep customer matching separate from the archive decision.
- Report ambiguous records for a human to resolve.
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 for the Booqable customer referenced by the Agiled cleanup request and report candidates for review without archiving any record.
- 4Choose the webhook trigger and select a channel for run reports.
- 5Test with one real cleanup request and confirm no record is changed.
Questions about this workflow
Will this archive a customer?
No. It only searches for candidate customers. The delete action is separate and should only be used after confirming the intended record.
Why keep this as a review workflow?
Customer records can contain rental history. A search report lets someone confirm the identity before any archive 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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