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Notis

Carry new client details from Agiled into Booqable

A client is ready to rent. Send their verified details from Agiled into Booqable without retyping them.

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 contact details between a CRM and a rental system creates duplicate work and leaves rental customers uncreated.

  • Reduce duplicate entry during client onboarding.
  • Catch incomplete contact details before creating a customer.
  • Keep a report of each webhook run.

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 create a Booqable customer from the verified Agiled client details and report missing required details instead of guessing.
  • 4Choose the webhook trigger and select a channel for run reports.
  • 5Test with one real client handoff and check the result.

Questions about this workflow

Does Agiled provide an event trigger for this workflow?

No Agiled trigger event is listed here. A Notis webhook starts the automation when an HTTP request is sent.

Will it create a customer if contact details are incomplete?

Tell Notis to create the customer only when the details are verified and sufficient. It should report gaps rather than invent values.

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.

TriggerScheduled

Create Customer

Creates a new customer record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Order

Creates a new order.

ActionInstant

Create Product Group

Creates a product group to organize related items.

ActionInstant

Delete Customer

Archives a customer so they no longer appear in searches.

ActionInstant

Delete Order

Archives an order so it no longer appears in active listings.

ActionInstant

Delete Product Group

Permanently deletes a product group from the catalog.

ActionInstant

Get Customer

Retrieves the details of a specific customer.

ActionInstant

Get Customers

Retrieves a list of customers.

ActionInstant

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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