Start customer setup when a Salesforce contact is created
New contacts can move into rental operations with less retyping when their details are ready to use.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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
New client contacts often need to be entered again before the rental team can take the next step.
- Cut duplicate entry for new client contacts
- Move onboarding forward sooner
- Send incomplete records for follow-up
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the new contact handoff.
- 3Tell Notis to create a Booqable customer from the new Contact only when the contact details are verified and sufficient.
- 4Pick the New Contact Trigger and choose where run reports should go.
- 5Test with one real new Contact and review the result.
Questions about this workflow
Will this create a customer for every Contact?
You can instruct Notis to create a customer only when the contact is appropriate for rental operations and has enough verified information.
Can Notis create the customer if the email is missing?
The listed action does not specify required fields. Have Notis use only available, verified details and report when it cannot confidently create the record.
How is this different from the updated contact workflow?
This workflow starts on Contact creation. The updated contact workflow starts when an existing Contact is modified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Booqable. A trigger fires from one place; an action lands in another.
Salesforce 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'.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Delete Order
Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get Customer
Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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