Refresh customer records before they go stale
Give your team current context for every important customer relationship.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Page
Tool to update the properties, icon, cover, or archive status of a page. use when you need to modify existing page attributes.
Why this helps
Contact details and rental history drift over time, creating avoidable confusion during follow-up.
- Keep customer context current
- Improve handoffs
- Reduce manual record reviews
Setup
Build it in a few focused steps.
- 1Connect Booqable and Notion once in the Notis portal.
- 2Create an automation named Customer Record Refresh.
- 3Tell Notis to review Booqable customer details and recent rental context, then update matching Notion customer pages while preserving existing notes.
- 4Choose the Notis cron trigger and set a monthly schedule.
- 5Choose a report channel and test with a small customer sample.
Questions about this workflow
Can it preserve custom Notion notes?
Yes. Tell Notis to update only the fields or sections supported by current Booqable data and preserve other content.
What happens when a customer cannot be matched?
Tell Notis to list unmatched customers in the run report for manual review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Booqable to Notion. A trigger fires from one place; an action lands in another.
Booqable triggers
Notion actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add multiple content blocks (bulk, user-friendly)
Efficiently adds multiple standard content blocks to a notion page in a single api call with automatic markdown parsing. the 'content' field in notionrichtext blocks now automatically detects and parses markdown formatting including headers (# ## ###), bold (**text**), italic (*text*), strikethrough (~~text~~), inline code (`code`), links ([text](url)), and more. ideal for bulk content creation, ai agents, and replacing multiple individual add page content calls. supports automatic text formatting, content splitting, and up to 100 blocks per request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add content to Notion page
Deprecated: appends a single content block to a notion page or a parent block (must be page, toggle, to-do, bulleted/numbered list, callout, or quote); invoke repeatedly to add multiple blocks.
Append complex blocks (advanced, full control)
Appends complex blocks with full notion block structure to a parent block or page. use for advanced scenarios requiring precise control: code blocks, tables, embeds, nested children within blocks, or when working with pre-built notion block objects. requires full notion api block schema - use add multiple page content for simpler content creation.
Archive Notion Page
Archives (moves to trash) or unarchives (restores from trash) a specified notion page.
Create comment
Adds a comment to a notion page (via `parent page id`) or to an existing discussion thread (via `discussion id`); cannot create new discussion threads on specific blocks (inline comments).
Create Notion Database
Creates a new notion database as a subpage under a specified parent page with a defined properties schema; use this action exclusively for creating new databases.
Create Notion page
Creates a new empty page in a notion workspace.
Delete a block
Archives a notion block, page, or database using its id, which sets its 'archived' property to true (like moving to "trash" in the ui) and allows it to be restored later.
Connect any two apps with Notis in the middle.
Booqable and Notion, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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