Create Booqable customers from onboarding webhooks
Finish customer setup as soon as onboarding details are approved.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
New customers wait when verified onboarding data still has to be copied into Booqable.
- Accelerate onboarding
- Keep records consistent
- Remove repetitive copy and paste
Setup
Build it in a few focused steps.
- 1Connect Booqable in the Notis portal.
- 2Create an automation named Verified onboarding to customer.
- 3Tell Notis to create a Booqable customer only from webhook data with verified name and email details.
- 4Choose a webhook trigger and select a report channel.
- 5Test with one verified onboarding payload.
Questions about this workflow
Will it create a customer from partial data?
No. Ask Notis to require the details needed for a valid customer.
Can it report duplicate risks?
Yes, instruct Notis to review existing customers before creating one.
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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