Keep rental documents visible during project reviews
Bring the Booqable documents that matter into a regular review, with Agiled context available to clarify next steps.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Retrieves invoices, quotes, contracts, or packing slips.
Why this helps
Rental documents can be scattered across order work, leaving founders to remember which quote, contract, or packing slip needs attention.
- Review relevant rental documents on a cadence.
- Summarize document types and matched criteria.
- Spot missing project context before follow-up.
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 documents matching explicit criteria and summarize them with Agiled context provided to the run.
- 4Choose a recurring schedule and select a channel for run reports.
- 5Test with one real document review and confirm the listed records.
Questions about this workflow
Which document types can this cover?
The listed action can retrieve invoices, quotes, contracts, and packing slips, with optional filtering and pagination.
Will this workflow create or send documents?
No. It lists documents for review and does not create or send them.
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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