Make qualified Salesforce leads ready for Booqable
When a new lead arrives, have Notis check the available details and create a Booqable customer when they are ready.
Trigger
New Lead Trigger
Triggers when a new Lead 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
Copying prospect details between Salesforce and Booqable adds busywork and can leave rental customers unprepared.
- Avoid retyping verified lead details
- Get rental customers set up sooner
- Keep customer onboarding moving from the lead record
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, then give it a name.
- 3Tell Notis to create a Booqable customer for a new Salesforce lead only when the available details are verified and sufficient.
- 4Pick the New Lead trigger and choose where run reports should go.
- 5Test with one real lead and review the run report.
Questions about this workflow
Will every new Salesforce lead become a Booqable customer?
The instruction can ask Notis to create a customer only when the lead has sufficient verified details. Incomplete leads can be left for review.
What information should I provide?
Ask Notis to use the lead details available from Salesforce, such as name and email, and to skip creation when required details are missing.
How do I know whether it ran?
Choose a report channel during setup and review the run report after testing and subsequent runs.
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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