Month-end order reports
Last day of the month. Notis posts all Booqable orders so you can reconcile bookings, track revenue, and plan cash flow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Orders
Tool to list all orders. use when you need to retrieve orders, optionally filtered by search term or paginated.
Why this helps
Founders manually export orders at month-end for accounting, a time-consuming task that disrupts focused work.
- Automated month-end close
- Complete order visibility
- Faster revenue reconciliation
- Reduced manual accounting work
Setup
Build it in a few focused steps.
- 1Connect Booqable to Notis
- 2Create a cron automation with the prompt: 'On the last day of each month, fetch all orders from Booqable and post a reconciliation summary'
- 3Select 'Notis Cron (Monthly)' trigger and 'Get Orders' action
- 4Choose your notification channel (email to accountant, Slack to team, etc.)
- 5Test by manually triggering the automation to see the order summary format
Questions about this workflow
Can I filter to completed orders only?
Yes. Tell Notis 'Only include orders with status completed or invoiced' to focus on finalizable revenue.
Can I include financial totals?
Yes. Notis can sum revenue, show gross income, and calculate metrics like average order value.
Can I export to CSV or send to my accountant?
Yes. Set up Notis to email CSV exports directly to your accountant or import to QuickBooks/other accounting software.
What if I run on a different fiscal calendar?
You can set any start date. Tell Notis 'Run on the 15th of each month' or 'Run on the last Friday of the quarter'.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Booqable. A trigger fires from one place; an action lands in another.
Linear 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'.
Comment Received Trigger
Triggered when a comment is received.
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.
Issue Created Trigger
Triggered when a new issue is created.
Delete Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Delete Order
Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
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.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Customer
Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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