Carry qualified leads into your rental customer list
Move a qualified lead into Booqable with a customer record ready for the next rental step.
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
Qualified prospects can get stranded between CRM qualification and the rental team's customer list.
- Reduce delay between lead qualification and rental onboarding.
- Create customer records only from verified details.
- Make the handoff report easy to track.
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 create a Booqable customer only for a qualified Agiled lead with verified details, and report any missing details.
- 4Choose the webhook trigger and select a channel for run reports.
- 5Test with one real qualified lead and confirm the customer record.
Questions about this workflow
Does Agiled qualification trigger the automation automatically?
Agiled trigger events are not listed for this package. Use a Notis webhook and have an HTTP request start the automation when the lead is ready.
Will this avoid duplicate customers?
The create action creates a customer. For duplicate review, add a separate search step in the prompt if available, or use the dedicated lookup workflow before creation.
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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