Turn a ClickUp comment into a Booqable customer
When a teammate posts a customer request in ClickUp, Notis can handle the Booqable record.
Trigger
Task Comment Posted
Triggers when a comment is added to a task. `changes[]` carries one `CommentChange` entry whose `comment` field is the typed `ClickupComment` object (id, text, user, reactions, etc.).
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 requests hidden in comments are easy to miss or copy incorrectly.
- Catches requests posted in conversation
- Preserves the source task for context
- Flags incomplete requests before action
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Booqable once in Notis.
- 2Create an automation that creates a Booqable customer when a comment contains verified contact details.
- 3Select ClickUp Task Comment Posted as the trigger.
- 4Set the report destination and test with one real customer request comment.
Questions about this workflow
Does every comment create a customer?
No. Tell Notis to act only when the comment clearly contains a new, verified customer request.
What happens to ambiguous comments?
Notis can send them to your report channel for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Booqable. A trigger fires from one place; an action lands in another.
Clickup 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'.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
Delete Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Delete Order
Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.
List Created
Triggers when a new List is created.
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.
List Deleted
Triggers when a List is deleted.
Get Customer
Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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