Capture new renter details from Slack DMs
A customer detail sent in a DM can become a Booqable customer record, without adding another item to your follow-up list.
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
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
New renter information shared privately can be overlooked or left in chat instead of being added to the customer list.
- Move verified contact details into the rental system promptly.
- Avoid searching old DMs when preparing a booking.
- Reduce repeated data entry during customer onboarding.
Setup
Build it in a few focused steps.
- 1Connect Slack and Booqable to Notis once through the portal.
- 2Create an automation by asking Notis to create a Booqable customer only when a Slack DM contains verified new renter details.
- 3Choose Direct Message Received as the trigger.
- 4Select the channel where Notis should report runs, then test with a real, authorized new customer detail.
Questions about this workflow
Can it create a customer when the DM only includes a name?
Use the prompt to require the details needed for a reliable customer record and have Notis ask for anything missing before creating it.
Will it create a duplicate customer?
Instruct Notis to check the existing Booqable customer list before creating a record, and to ask you when it cannot determine whether a match is the same person.
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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