Review customer rental history in one place
Prepare customer context for your monthly relationship and service review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Why this helps
Customer history can take effort to gather when you are preparing for outreach or account reviews.
- Bring customer and rental context into one review.
- Prepare for follow-up without switching between records.
- Choose the customer segment and period that matter.
Setup
Build it in a few focused steps.
- 1Connect Booqable and Google Sheets once in the Notis portal.
- 2Create an automation named Monthly Customer Rental History Review.
- 3Tell Notis which customers or customer segment to review, what rental period to include, and to retrieve those details into a specified Google Sheets range.
- 4Choose notis_cron and set a monthly schedule, then choose where run reports go.
- 5Test with one real customer record and confirm the report contains the intended details.
Questions about this workflow
Can I limit the review to a customer segment?
Yes. Name the segment or selection criteria in your instruction, using information available in Booqable.
Can it include notes that are not in Booqable?
Only if you supply those notes or make them available in the sheet. Notis cannot infer missing customer history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Booqable to Google Sheets. A trigger fires from one place; an action lands in another.
Booqable triggers
Google Sheets actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
Connect any two apps with Notis in the middle.
Booqable and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Sheets.