Find Booqable documents referenced in parsed files
If an incoming file mentions an existing quote, invoice, or contract, let Notis search Booqable documents using the reference details Airparser found.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Documents
Searches documents using combined conditions.
Why this helps
Document follow-up gets delayed when teams need to locate the related quote or contract before responding.
- Find likely related rental documents sooner
- Reduce manual searching through document lists
- Bring document references into a follow-up report
Setup
Build it in a few focused steps.
- 1Connect Airparser and Booqable to Notis once in the portal.
- 2Create a Notis automation and describe the document lookup outcome.
- 3In one instruction, ask Notis to search Booqable documents using the parsed reference details and report possible matches for review.
- 4Choose the Notis webhook trigger and configure Airparser to send parsed files or email results to its URL.
- 5Choose a report channel and test with a file that references a known Booqable document.
Questions about this workflow
Which document types can this find?
The search action covers Booqable documents. The description gives invoices, quotes, contracts, and packing slips as examples.
Does it send a document to the customer?
No. It searches for matching documents and reports results. It does not send or publish them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Booqable. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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