Check Booqable customer records for new HubSpot contacts
Make it easier to spot an existing rental customer before your team starts a new customer handoff.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Why this helps
A new sales contact may already exist in the rental system, and checking manually can slow onboarding or create confusion.
- Surface Booqable customer records for a quick review.
- Reduce tool switching when checking a new contact.
- Keep the decision to create a customer with a person when identity is uncertain.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for customer review.
- 3Tell Notis to retrieve Booqable customers when a contact is created and summarize possible matches using only details in the event and returned customer records.
- 4Choose the HubSpot Contact Created trigger and select where run reports should go.
- 5Test with one real contact and review whether the available customer data supports useful matching.
Questions about this workflow
Will this automatically identify duplicates?
It can summarize possible matches in the returned customer list, but the listed actions do not provide a dedicated exact-match or deduplication action.
Does it create a customer record?
No. This workflow retrieves customer records for review. Use a separate customer-creation instruction after verifying the contact details and deciding a new record is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Booqable. A trigger fires from one place; an action lands in another.
Hubspot 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'.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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