Collect needed customer details before rental pickup
Identify the customer information your team still needs and prepare a direct, easy-to-answer request.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Why this helps
Missing customer information can surface at the last minute when upcoming bookings are not checked consistently.
- Checks upcoming bookings for the details your team names.
- Makes each clarification request specific.
- Gives customers time to provide the information.
Setup
Build it in a few focused steps.
- 1Connect Booqable and Gmail once in the Notis portal.
- 2Create an automation named Customer Detail Gap Check.
- 3Tell Notis which customer details are required and ask it to review upcoming bookings and draft a request only when one of those details is missing.
- 4Pick a notis_cron schedule and choose where run reports go.
- 5Test with one real booking that is missing a required detail.
Questions about this workflow
Can it check identity or compliance documents?
Only specify information that is represented in the Booqable data Notis can access, and keep any request appropriate to your process.
What if a detail is not stored in Booqable?
Notis cannot check for it unless it is supplied in the request or available through another connected data source.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Booqable to Gmail. A trigger fires from one place; an action lands in another.
Booqable triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Booqable and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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