Check customer records after a rental follow-up
After you send a rental email, see whether the recipient already has a Booqable customer record.
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 Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Why this helps
A sent follow-up can leave you unsure whether the recipient is already recorded in your rental system.
- Search for the recipient after a rental follow-up is sent.
- See possible existing customer matches in a run report.
- Keep a lightweight follow-up trail without repeating a manual lookup.
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 the recipient of each sent rental email and report likely matches or missing details.
- 4Pick the Email Sent trigger and choose where run reports should go.
- 5Test by sending one real rental email and reviewing the report.
Questions about this workflow
Will this create a customer record for the recipient?
No. This workflow searches the customer list and reports likely matches. Customer creation should happen only when details are verified.
Does it inspect every sent email?
The trigger fires for sent Gmail messages. Tell Notis to only search for messages related to rental work.
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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