See rental orders that need a pipeline follow-up
Bring a scheduled Booqable order scan together with the Agiled context needed to decide what deserves attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Orders
Retrieves a paginated list of orders.
Why this helps
Teams can lose time checking several lists to understand which rental orders connect to active client work.
- See order records in a recurring report.
- Pair orders with source context when supplied.
- Focus attention on orders that match defined criteria.
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 orders matching stated criteria and summarize them with Agiled pipeline context supplied to the run; call out missing context.
- 4Choose a recurring schedule and select a channel for run reports.
- 5Test with one real scan and adjust the criteria if the result is too broad.
Questions about this workflow
Does the order listing automatically know which Agiled project matches?
No matching relationship is specified in the app descriptions. Provide matching context to Notis or ask it to flag records it cannot confidently connect.
Can this scan cancel or change orders?
No. The listed action is for listing orders, and this workflow reports findings only.
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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