Move an approved rental quote into Booqable
Once a quote is approved and its booking details are clear, let Notis carry the work into Booqable instead of leaving it as another manual step.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
An approved quote can sit in Slack while someone remembers to transfer it into the rental system, creating delay and risk of a dropped booking.
- Close the gap between quote approval and order entry.
- Keep confirmed work from waiting in a message thread.
- Require key booking details before the order is created.
Setup
Build it in a few focused steps.
- 1Connect Slack and Booqable to Notis once.
- 2Ask Notis to create a Booqable order only for Slack messages that clearly indicate quote approval and contain confirmed customer and rental timing.
- 3Select Channel Message Received and choose the channel where quote approvals are recorded.
- 4Choose where run reports should go, then test with one completed and approved quote.
Questions about this workflow
Will it create an order for a quote still under discussion?
Tell Notis to require an explicit approval signal and complete booking details before creating an order.
What if the customer is not identifiable?
Have Notis ask for the missing customer information and wait rather than create an order with an uncertain customer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Booqable. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Delete Order
Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Customer
Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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