Find the customer record before you create another one
When a customer inquiry arrives through your AI workflow, Notis can search Booqable for a matching record and return the result 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
Switching between a customer conversation and Booqable to check for an existing record invites duplicate entries and lost context.
- Look for an existing customer record during an inquiry.
- Review matches before creating a new customer.
- Keep customer lookup close to the conversation.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to search Booqable for the customer details in the request and return possible matches for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real customer inquiry.
Questions about this workflow
Will it create a customer if no match is found?
No. This workflow searches for customer records and reports matches. A separate workflow can create a customer after details are verified.
What information should the webhook request include?
Include the customer details available from the conversation, such as a name or email. Avoid assuming information the customer did not provide.
Can it determine that two records are definitely the same person?
It can return matching customer data for review. Set the instruction to flag ambiguity rather than treat a possible match as certain.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Booqable. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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