Connect rental demand with open sales opportunities
See where active rental activity may deserve attention in your existing Salesforce pipeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List opportunities
Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Sales teams can miss useful context when rental activity and open opportunities are reviewed separately.
- Bring rental activity into opportunity review
- Spot potential customer follow-up needs
- Get a concise scheduled summary for the team
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 enter a name and prompt.
- 3In one instruction, ask Notis to review Booqable rental activity and open Salesforce opportunities, then report plausible account-level overlaps and follow-up suggestions without changing records.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one known customer relationship and verify the report distinguishes confirmed matches from uncertain ones.
Questions about this workflow
Will this update opportunity stages?
No. It uses the Salesforce list action to review opportunities and reports suggested follow-ups without changing opportunity records.
Can it match rental activity to an opportunity?
It can identify plausible overlaps from the details available in both systems. Treat uncertain matches as suggestions for review.
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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