Create Booqable customer records from verified Canvas uploads
Capture verified renter details from a Canvas upload without retyping them into Booqable.
Trigger
New Canvas File Upload
Polls a Canvas course for new file uploads.
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 in uploaded rental paperwork can be easy to overlook or tedious to transfer into the rental system.
- Use details provided in a new course file upload to create a customer record.
- Create a customer only when required details are clear and verified.
- Report missing or ambiguous details for a person to resolve.
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 create a Booqable customer only from clearly verified customer details in the upload and to report ambiguous or incomplete details without creating a record.
- 4Choose New Canvas File Upload for the relevant course as the trigger.
- 5Choose a report channel and test with one real upload containing verified details.
Questions about this workflow
Will every uploaded file create a customer?
No. The instruction should limit creation to uploads that contain clear, verified customer details. Other uploads should be reported without creating a record.
Can it check for an existing customer first?
The listed Booqable actions include a customer list and customer creation. You can instruct Notis to search before creating, but verify any match before treating the record as the same person.
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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