Prepare a weekly Booqable customer list
Keep customer follow-up visible with a simple weekly Booqable review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Why this helps
Customer follow-up slips when lists are rebuilt manually from the rental system.
- Reduce list preparation
- Keep follow-up visible
- Support consistent account reviews
Setup
Build it in a few focused steps.
- 1Connect Booqable in the Notis portal.
- 2Create an automation named Weekly customer list.
- 3Tell Notis to list Booqable customers and summarize the subset that needs review this week.
- 4Pick a recurring schedule and choose a report channel.
- 5Test with one scheduled run.
Questions about this workflow
Can the list be summarized for different teams?
Yes, describe the review purpose in the automation instruction.
Does it contact customers automatically?
No. It prepares information for your team.
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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