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Turn verified customer details into a Booqable record

When a new customer is ready to onboard and their details are verified, Notis can create the customer record in Booqable from your AI workflow.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Customer

Creates a new customer record.

Why this helps

Typing verified customer details into Booqable adds a small but interruptive task right in the middle of onboarding.

  • Create a customer record after verification.
  • Keep onboarding details connected to the originating request.
  • Reduce repeated entry during rental setup.

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 create a Booqable customer only when the request includes verified customer details.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real, verified customer example.

Questions about this workflow

When should this workflow run?

Use it after the customer's details have been verified and you are ready to create their Booqable record.

Will it verify customer information itself?

No. The workflow should receive verified details from your process. Instruct Notis to stop and report missing or unverified information.

Can it also create the customer's rental order?

This workflow creates a customer record only. Create an order in a separate step after you have the customer ID and valid timing details.

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.

TriggerScheduled

Create Customer

Creates a new customer record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Order

Creates a new order.

ActionInstant

Create Product Group

Creates a product group to organize related items.

ActionInstant

Delete Customer

Archives a customer so they no longer appear in searches.

ActionInstant

Delete Order

Archives an order so it no longer appears in active listings.

ActionInstant

Delete Product Group

Permanently deletes a product group from the catalog.

ActionInstant

Get Customer

Retrieves the details of a specific customer.

ActionInstant

Get Customers

Retrieves a list of customers.

ActionInstant

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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