Turn Drive intake files into Booqable customers
Add a customer intake file to Drive and let Notis prepare a Booqable customer record from the verified details.
Trigger
File Created
Triggers when a new file is created in Google Drive.
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 arrive in documents, then someone has to retype them into the rental system and check for missing information.
- Reduce repeat typing between intake documents and Booqable.
- Catch missing customer details before creating a record.
- Keep onboarding moving from the place documents already arrive.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, then name it and describe the outcome.
- 3In one instruction, ask Notis to verify customer details in new intake files and create a Booqable customer only when they are complete.
- 4Choose the Google Drive File Created trigger and select where run reports should go.
- 5Test with one real intake file and confirm the customer details before relying on it.
Questions about this workflow
Will every new Drive file create a customer?
The instruction should limit customer creation to files that clearly contain intake details and pass your completeness checks.
What should Notis do if information is missing?
Tell Notis to report which details are missing and wait for a complete intake before creating a customer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Booqable. A trigger fires from one place; an action lands in another.
Google Drive 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'.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
Delete Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Delete Order
Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Get Customer
Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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.
Google Drive and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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