Create Booqable customers from intake slides
Turn approved client information into a ready Booqable customer record.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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
Copying contact information from intake decks creates avoidable setup work and typos.
- Speed up onboarding
- Keep contact details consistent
- Avoid creating records from incomplete slides
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Booqable in the Notis portal.
- 2Create an automation named Intake slide to customer.
- 3In one instruction, ask Notis to verify the name and email on each new slide and create the Booqable customer.
- 4Pick New Slide Added as the trigger and choose a report channel.
- 5Test with one approved intake slide.
Questions about this workflow
Will incomplete slides create customers?
No. Notis can report missing or unverified details for review.
Can it avoid duplicate customers?
Ask Notis to check the customer list before creating a new record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Booqable. A trigger fires from one place; an action lands in another.
Google Slides 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'.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
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.
Google Slides and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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