Weekly customer reports
Every Monday morning, Notis posts your Booqable customer list so you can review growth, identify inactive accounts, and plan outreach.
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
Founders want to review customer growth and segment customers but avoid manually exporting from Booqable every week.
- Effortless customer reviews
- Track growth patterns
- Identify inactive customers
- Structured business insights
Setup
Build it in a few focused steps.
- 1Connect Booqable to Notis
- 2Create a cron automation with the prompt: 'Every Monday at 9 AM, fetch all customers from Booqable and post them in a summary format'
- 3Select 'Notis Cron (Weekly)' trigger and 'Get Customers' action
- 4Choose your day and time, then select your notification channel
- 5Test by manually triggering the automation to review the customer list format
Questions about this workflow
Can I get more than one report per week?
Yes. Set up multiple cron automations at different times (e.g., Monday and Thursday) for more frequent reviews.
Can I filter to show only new customers?
Yes. Tell Notis 'Only show customers added in the past 7 days' to focus on recent growth.
What customer information is included?
Name, email, phone, company, signup date, total bookings, and revenue. You can customize which fields appear.
Can I export to a spreadsheet instead of posting to a channel?
Yes. Notis can send CSV exports to email or post to Slack. Specify your preferred format.
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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