Create Booqable customers from Asana intake tasks
Keep client setup moving from the place your team already tracks intake. Notis can turn a complete Asana task into a Booqable customer.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create Customer
Tool to create a new customer. use when onboarding a new client and you have verified their details. example: create 'jane doe' with email jane@doe.com.
Why this helps
Copying client details from intake tasks into a rental system adds busywork and makes new customer records easy to overlook.
- Reduce retyping during client onboarding
- Keep customer creation tied to the intake task
- Create records only after details are verified
Setup
Build it in a few focused steps.
- 1Connect Asana and Booqable once in the Notis portal.
- 2Create an automation by telling Notis the outcome in plain language, from any channel or in Automations, New Automation.
- 3In one instruction, ask Notis to review new client intake tasks and create a Booqable customer only when the required details are verified.
- 4Pick the Asana New Task Created trigger and choose where run reports should go.
- 5Test with one real intake task and review the report.
Questions about this workflow
Will every new Asana task become a customer?
No. Describe the client intake tasks you want Notis to handle and ask it to create a customer only when the details needed for onboarding are present and verified.
Can Notis create a booking at the same time?
This workflow creates a customer. The available Booqable actions do not include a booking availability check, so booking creation is outside this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Booqable. A trigger fires from one place; an action lands in another.
Asana triggers
Booqable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Customer
Tool to create a new customer. use when onboarding a new client and you have verified their details. example: create 'jane doe' with email jane@doe.com.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Order
Tool to create a new order. use after collecting valid customer id and timing details. example: create an order for customer '297f2584-...' starting at '2018-01-01t09:00:00z'.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Product Group
Tool to create a new product group in booqable. use when you have defined the group's name and pricing details and want to organize items under a shared group.
New Comment on Task
Triggers when a comment is added to a task in a project.
Delete Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
New Task Created
Triggers when a new task is created in a project.
Delete Order
Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Delete Product Group
Tool to delete a product group by id. use when you need to permanently remove a product group from your catalog after confirming its identifier.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Get Customer
Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.
Task Updated
Triggers when a task is updated in a project.
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Connect any two apps with Notis in the middle.
Asana and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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