Create a Booqable customer from every new OneDrive intake
Drop a client intake into OneDrive and let Notis prepare the customer record.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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
Manual retyping of client details causes delays and duplicate customer records.
- Reduces duplicate data entry
- Catches missing contact details before creation
- Keeps onboarding moving from one upload
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Booqable once in the Notis portal.
- 2Create an automation named New client intake to Booqable customer.
- 3Tell Notis to read each new intake, verify name and email, then create a Booqable customer only when details are complete.
- 4Pick the OneDrive File Created trigger and choose a report channel.
- 5Test with one real intake file and review the run report.
Questions about this workflow
What if the intake is missing an email?
Notis can report the missing detail and skip customer creation until you provide it.
Can this prevent duplicates?
Ask Notis to search existing Booqable customers before creating a new record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Booqable. A trigger fires from one place; an action lands in another.
One drive 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'.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Delete Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Delete Order
Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get Customer
Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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