Find Booqable customers from client slides
Pull the right customer record into view before the next conversation.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Why this helps
Teams waste time searching customer records while preparing client reviews.
- Prepare reviews faster
- Reduce mistaken identity
- Bring customer context into planning
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Booqable in the Notis portal.
- 2Create an automation named Client slide customer search.
- 3Tell Notis to search Booqable customers using names or emails found on each new slide and summarize matches.
- 4Pick New Slide Added as the trigger and choose a report channel.
- 5Test with one client review slide.
Questions about this workflow
Can it handle multiple names?
Yes, Notis can search each name and report the matching records.
What if there are multiple matches?
The report can list candidates for a human to confirm.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Booqable.