Bring payment follow-up into your regular review
Review rental payments alongside the relevant invoice context, so outstanding questions are easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Payments
Retrieves payment records.
Why this helps
Payment records and invoice follow-ups can be separated across systems, creating extra checking and missed questions.
- Create a repeatable payment review.
- Highlight records that need comparison or clarification.
- Reduce manual switching between payment and invoice views.
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 list Booqable payments matching stated criteria and compare them with Agiled invoice context supplied to the run, reporting unmatched or missing details.
- 4Choose a recurring schedule and select a channel for run reports.
- 5Test with one real review and verify the findings against both systems.
Questions about this workflow
Can the payment list action retrieve Agiled invoices?
No. The listed action retrieves Booqable payments. Provide the relevant Agiled invoice context to the run for comparison.
Will this change payment or invoice records?
No. The workflow lists and summarizes information for review; it does not update either system.
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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