Create Booqable customers from sent rental quotes
Keep quoted prospects ready for the next step in your rental workflow.
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
Quoted prospects remain only in email, making follow-up and order creation harder.
- Preserves quote context
- Speeds later order creation
- Reduces prospect leakage
Setup
Build it in a few focused steps.
- 1Connect Outlook and Booqable once in Notis.
- 2Create an automation that creates a customer for recipients of qualifying rental quotes.
- 3Pick New Sent Message as the trigger.
- 4Choose a report channel and test with one sent quote.
Questions about this workflow
Can it exclude internal emails?
Yes. Tell Notis to process external recipients only.
Does it save the quote itself?
The available action creates a customer; quote storage depends on the information available in Booqable.
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.
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'.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Delete Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Delete Order
Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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