Check rental inquiries against your Booqable customers
See whether a new inquiry may come from someone already in your customer list before starting a duplicate record.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Why this helps
A returning renter can look like a new lead when their earlier customer record is hard to find.
- Surface possible existing customer records from an inquiry.
- Reduce duplicate customer creation.
- Keep customer lookup and email review in one workflow.
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 customers for likely matches to each new rental inquiry and report the matches for review.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real inquiry from a known customer.
Questions about this workflow
Does this workflow merge customer records?
No. The available action lists customers. Ask Notis to report likely matches for a person to review.
Can it search using details in the email?
Notis can use details available in the message when requesting the customer list. Match quality depends on the information Booqable returns and the details in the email.
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.
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'.
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.
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 Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Delete Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
Delete Order
Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.
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.
Get Customer
Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.
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.
Gmail and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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