Look up a renter from a Slack DM
If a teammate sends a direct question about a known renter, Notis can fetch the Booqable customer record and share the relevant details.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Get Customer
Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.
Why this helps
Customer questions in DMs can prompt an interruption and a manual search, with the answer sometimes detached from its original context.
- Answer direct questions with information from the customer record.
- Reduce repeated searches across tools.
- Keep replies focused on the information the teammate needs.
Setup
Build it in a few focused steps.
- 1Connect Slack and Booqable to Notis once in the portal.
- 2Ask Notis to retrieve the Booqable customer record when a DM asks about a known renter, sharing only relevant details.
- 3Choose Direct Message Received as the trigger.
- 4Set the run-report channel and test with a DM that identifies a known customer clearly.
Questions about this workflow
What if several customers have the same name?
Instruct Notis to ask for another identifier or present potential matches for review instead of choosing one.
Can it create a customer if none is found?
This workflow is a lookup only. Create a separate customer-creation automation if you want a distinct, verified onboarding step.
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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