Recognize a returning customer before you reply
When someone reaches out again, search Booqable for a matching customer record and review the context before deciding what to do next.
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
Repeat customers can feel like new inquiries when their record is buried in a separate rental system.
- Check for an existing record while handling a new inquiry.
- Use available customer details to prepare a relevant response.
- Reduce duplicate customer creation from repeat inquiries.
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 a matching customer using the details in the inquiry and return matches for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real repeat inquiry.
Questions about this workflow
Does this provide a full order history?
This action searches customer records. To inspect a specific order, use the order search or order retrieval action with available details.
Does it send a reply to the customer?
No. It provides customer matches for your response workflow.
What if the inquiry does not include enough details?
Ask Notis to report which search details are missing and avoid treating uncertain matches as confirmed.
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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