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Review Booqable orders after sending booking email

Keep the booking context close by checking for relevant Booqable orders when you send an order-related email.

Trigger

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

Action

Get Orders

Tool to list all orders. use when you need to retrieve orders, optionally filtered by search term or paginated.

Why this helps

Following up on a booking can involve searching for the same order details you just discussed in email.

  • Search for orders using details from a sent booking email.
  • Bring possible order matches into a report for review.
  • Reduce repeated searching during customer follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Gmail and Booqable once in the Notis portal.
  • 2Create an automation in the portal or tell Notis to create one from any channel.
  • 3In one instruction, ask Notis to search Booqable orders after booking-related emails are sent and report relevant matches using details available in the message.
  • 4Pick the Email Sent trigger and choose where run reports should go.
  • 5Test with one real sent email that refers to a booking.

Questions about this workflow

Can it update order details based on the email?

No. The listed action retrieves orders. Review the report and handle any needed changes separately.

What happens if there is no order reference in the email?

Notis can search using other available details, but the instruction should ask it to flag when there is not enough information for a useful match.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Gmail to Booqable. A trigger fires from one place; an action lands in another.

Gmail triggers

Booqable actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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'.

ActionInstant

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

TriggerPolling

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.

ActionInstant

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

Delete Customer

Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.

ActionInstant

Delete Order

Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.

ActionInstant

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.

ActionInstant

Get Customer

Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.

ActionInstant

Get Customers

Tool to retrieve a list of customers. use when you need to paginate through customers.

ActionInstant

Connect any two apps with Notis in the middle.

Gmail and Booqable, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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