Keep key rental customers in your Salesforce contacts
Bring the customer relationships your team needs into the CRM with a focused scheduled review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Customer records can be scattered when rental relationships are not represented in the CRM.
- Capture important rental customer relationships
- Create CRM contacts from available customer details
- Make customer information easier to find
Setup
Build it in a few focused steps.
- 1Connect Booqable and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3In one instruction, ask Notis to review Booqable customers and create Salesforce contacts for those meeting your criteria, using an existing Salesforce account only when it can be identified reliably.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real customer and confirm the contact is associated correctly when account details are available.
Questions about this workflow
Does a Salesforce contact always need an account?
Your Salesforce organization may allow contacts without an account. If you require an account association, provide a reliable way to identify the existing account.
Can it decide which customers are important?
Only using criteria you state and information available from Booqable or Salesforce. Supply any additional business rules in the 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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