Create a Booqable customer from a Box intake file
Keep customer setup moving when completed intake files are added to your Box folder.
Trigger
New Item Added to Folder
Triggers when a new item (file, folder, or web link) is added to a folder in Box. This trigger monitors a specific Box folder and fires when new items are detected.
Action
Create Customer
Tool to create a new customer. use when onboarding a new client and you have verified their details. example: create 'jane doe' with email jane@doe.com.
Why this helps
Customer details collected in intake files can sit in Box while someone has to re-enter them into Booqable.
- Create a customer record from completed intake details.
- Keep customer setup tied to the intake folder activity.
- Receive a run report for review and follow-up.
Setup
Build it in a few focused steps.
- 1Connect Box and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3Tell Notis to create a Booqable customer only when the Box intake file contains verified, complete customer details.
- 4Choose the Box new item added to folder trigger and select where run reports should go.
- 5Test with one real intake file and review the created customer details.
Questions about this workflow
Will it create a customer from an incomplete file?
Instruct Notis to create a record only when required details are present and verified. Review reports for files that need follow-up.
Does the folder trigger include folders as well as files?
Yes. The selected Box event fires when a file, folder, or web link is added. The prompt should have Notis process only suitable intake files.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Booqable. A trigger fires from one place; an action lands in another.
Box triggers
Booqable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Customer
Tool to create a new customer. use when onboarding a new client and you have verified their details. example: create 'jane doe' with email jane@doe.com.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Order
Tool to create a new order. use after collecting valid customer id and timing details. example: create an order for customer '297f2584-...' starting at '2018-01-01t09:00:00z'.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Create Product Group
Tool to create a new product group in booqable. use when you have defined the group's name and pricing details and want to organize items under a shared group.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Delete Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Delete Order
Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Delete Product Group
Tool to delete a product group by id. use when you need to permanently remove a product group from your catalog after confirming its identifier.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
Get Customer
Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Connect any two apps with Notis in the middle.
Box and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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