Find existing Booqable customers from Canvas messages
Give staff a quick customer lookup when a Canvas discussion raises a rental question.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Why this helps
A rental issue mentioned in a course discussion can mean another app search and a context switch before staff can respond.
- Search Booqable for a person mentioned in a new discussion message.
- Summarize likely matching records for staff to verify.
- Avoid creating duplicate customer records during a support conversation.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from your usual channel.
- 3In one instruction, ask Notis to identify a rental-related customer lookup request in each new message, search Booqable customers, and report possible matches for staff review.
- 4Choose New Canvas Discussion Message as the trigger.
- 5Choose a report channel and test with one real message.
Questions about this workflow
Will this create or change a customer record?
No. This workflow uses the Booqable customer list action to search for possible existing records and reports the results.
What if the discussion message does not identify a person clearly?
Notis should report that it could not identify a reliable search term and leave the lookup for staff.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Booqable. A trigger fires from one place; an action lands in another.
Canvas 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'.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
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.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Delete Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Delete Order
Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
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.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Get Customer
Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.
New Canvas File Upload
Polls a Canvas course for new file uploads.
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.
Canvas and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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