Find the rental customer connected to a project handoff
Bring customer lookup into the project handoff so the rental contact is easier to find.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customers
Retrieves a list of customers.
Why this helps
Searching a separate rental system interrupts project work and can delay coordination with the right customer.
- Reduce manual customer browsing during handoffs.
- Make possible matches available in a run report.
- Keep uncertain matches open for confirmation.
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 retrieve Booqable customers relevant to the supplied Agiled project handoff and report the basis for each likely match.
- 4Choose the webhook trigger and select a channel for run reports.
- 5Test with one real handoff and confirm the returned contact is correct.
Questions about this workflow
Can this action search Booqable by a precise query?
The listed Get Customers action retrieves a list with pagination. If you need criteria-based matching, use the Booqable customer search action instead.
Does this workflow create or edit customers?
No. It retrieves customer records and reports likely contacts 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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