Bring eligible rental customers into Salesforce
Keep customer growth visible by reviewing new Booqable customers for Salesforce lead creation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
New customer details can remain isolated in the rental system and never enter the team's sales follow-up process.
- Review recent Booqable customers regularly
- Create leads for people who meet your criteria
- Reduce repetitive customer data entry
Setup
Build it in a few focused steps.
- 1Connect Booqable and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, then enter a name and prompt.
- 3In one instruction, ask Notis to review recently added Booqable customers, check Salesforce for a likely existing lead or contact, and create a lead only when eligible.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real customer and review duplicate handling and lead details.
Questions about this workflow
Can Notis guarantee there are no duplicates?
No. It can check Salesforce for likely matches using available customer details, but ambiguous matches should be reported for review rather than treated as certain.
What does 'eligible' mean?
Define the customer types or conditions you want to track as leads in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Booqable to Salesforce. A trigger fires from one place; an action lands in another.
Booqable triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Booqable and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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