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Notis

Create Booqable customers from sent Outlook confirmations

Make sure every confirmed renter exists in Booqable before fulfillment begins.

Trigger

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

Action

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'.

Why this helps

Teams send confirmations before realizing the customer record was never created.

  • Closes onboarding gaps
  • Supports fulfillment readiness
  • Reduces last minute record creation

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Booqable once in Notis.
  • 2Create an automation that identifies sent confirmations and creates a missing verified customer.
  • 3Pick New Sent Message as the trigger.
  • 4Choose a report channel and test with one confirmation email.

Questions about this workflow

How does it identify confirmations?

Describe the subject or message context that indicates a confirmed renter.

Will it create duplicates?

Tell Notis to check for an existing matching customer first.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Outlook to Booqable. A trigger fires from one place; an action lands in another.

Outlook triggers

Booqable actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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'.

ActionInstant

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

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.

ActionInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

Delete Customer

Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

Delete Order

Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

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.

ActionInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

Get Customer

Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.

ActionInstant

Get Customers

Tool to retrieve a list of customers. use when you need to paginate through customers.

ActionInstant

Connect any two apps with Notis in the middle.

Outlook and Booqable, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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