Find customer records from the Slack conversation
Keep a customer question moving: Notis can search Booqable customers and share matching details with the team in Slack.
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
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Why this helps
Customer information is stored away from the conversation, so a quick check can turn into repeated searching and interruptions.
- Find customer records without leaving the team conversation.
- Make it easier to prepare for follow-up on a rental request.
- Help avoid asking customers to repeat information already on file.
Setup
Build it in a few focused steps.
- 1Connect Slack and Booqable to Notis once in the portal.
- 2Describe in one plain-language prompt that Notis should search Booqable customers when a Slack message asks about a renter and share likely matches.
- 3Select Channel Message Received and set the relevant Slack channel.
- 4Choose where run reports should go and test with a question about a known customer.
Questions about this workflow
Will the customer search reveal every customer detail in Slack?
Tell Notis to return only the details needed to answer the question and follow your team's rules for sharing customer information.
What if the customer name is ambiguous?
Ask Notis to present likely matches for review and request another identifier rather than assume which customer is meant.
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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