Turn a Salesforce rental request into a Booqable order
Keep rental requests moving by asking Notis to prepare an order when the monitored Salesforce record has the required details.
Trigger
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.
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
Rental requests can sit between sales and operations while teams chase the customer ID and dates needed to create an order.
- Start order creation from relevant record changes
- Surface missing order prerequisites quickly
- Reduce handoff delays between sales and rentals
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 rental request handoff.
- 3Tell Notis to create a Booqable order only when the changed record provides a valid Booqable customer ID and confirmed start and end timing.
- 4Pick Record Updated (Generic SObject), specify the relevant SObject type and returned values, then choose where run reports should go.
- 5Test with one real record change that contains the required details.
Questions about this workflow
What Salesforce records can trigger this?
The generic event monitors a specified Salesforce SObject. The SObject type and returned field values must be specified for the trigger.
Can it create an order without a Booqable customer ID?
No. The listed Create Order action requires a valid customer ID and timing details. Ask Notis to report missing prerequisites.
What detects changes?
The trigger uses SystemModstamp to detect changes, regardless of which specific field changed.
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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