See rental reservations alongside active project work
Bring planned and reserved rental items into a recurring review of active Agiled project work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Plannings
Retrieves product and bundle reservations by location and period.
Why this helps
Rental reservations can be hard to coordinate when project dates and rental plans are reviewed in separate places.
- Surface planning records on a predictable cadence.
- Make date and project context easier to compare.
- Flag missing information before coordination slips.
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 relevant Booqable planning records for supplied dates or locations and summarize them against Agiled project context provided to the run.
- 4Choose a recurring schedule and select a channel for run reports.
- 5Test with one real project window and verify the planning summary.
Questions about this workflow
Does this workflow reserve inventory?
No. It lists planning records that track reservations. It does not create or change reservations.
Can Notis infer project dates from Agiled automatically?
No Agiled trigger or retrieval action is provided in this context. Supply project dates and relevant context to the run.
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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