Check for an existing customer before follow-up
Send inquiry details to a Notis webhook and get likely Booqable customer matches ready for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Customers
Searches customer records.
Why this helps
Creating duplicate customer records makes follow-up and rental history harder to manage.
- Check for likely existing customer records.
- Keep new customer creation deliberate.
- Reduce time spent searching customer lists.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Booqable once in the Notis portal.
- 2Create an automation and describe how to search for a customer using details supplied with the request.
- 3Pick a webhook trigger and send inquiry details in the HTTP request.
- 4Choose where run reports should go.
- 5Test with one real inquiry and verify the candidate customer.
Questions about this workflow
Does Agility CMS provide the trigger?
No. A Notis webhook starts this workflow; an HTTP request must send the inquiry details.
Will this create a customer?
No. It searches for possible matches so the team can verify whether a record already exists.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Booqable. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Booqable.