Make rental follow-ups easier to act on
Get a focused view of rental orders that need a next step, with Agiled follow-up context included when available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Orders
Searches orders by status, dates, customer, or combined conditions.
Why this helps
Rental requests and follow-ups can live in different systems, making it easy to miss which order needs attention.
- Create a recurring review point for rental orders.
- Summarize order status and supplied Agiled context in one report.
- Make follow-up gaps visible without manually browsing order lists.
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 search Booqable orders using explicit criteria and summarize next steps with Agiled follow-up context available to the run; report when context is missing.
- 4Choose a recurring schedule and select a channel for run reports.
- 5Test with one real review and confirm the summary is useful.
Questions about this workflow
Does this workflow update Agiled or Booqable records?
No. It uses the Booqable search action to find orders and prepares a report. The listed action does not update records.
Where does the Agiled follow-up context come from?
The source description does not provide trigger events or a specific retrieval action. Supply the relevant Agiled context to the run or use a webhook payload that includes it.
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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