Get the customer details you need from a known ID
When an inquiry or internal process already has a Booqable customer ID, Notis can retrieve the full customer record and bring the useful context into the workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customer
Retrieves the details of a specific customer.
Why this helps
A customer ID in a note or AI conversation is not enough to continue without opening Booqable and searching for the record.
- Retrieve a known customer record without a manual search.
- Keep customer details close to the current task.
- Use the retrieved information to guide a follow-up.
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 fetch the Booqable customer record for the ID supplied in each request and summarize relevant details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real customer ID.
Questions about this workflow
Does this search by name or email?
No. This action retrieves a specific customer using a known customer ID. Use a customer search workflow when you only have identifying details.
What should happen if the ID is missing?
Instruct Notis to report that the ID is missing and request it through your normal process.
Does this update the customer record?
No. It fetches customer details for review and use in the workflow.
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
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.