Approve new customer setup with a Slack reaction
When your team has checked a renter's details, an agreed reaction can cue Notis to add the customer in Booqable.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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
Even after details are reviewed, customer setup can remain on someone's mental checklist and get delayed by other work.
- Make customer setup follow a visible review signal.
- Reduce the chance that a verified introduction sits unprocessed.
- Keep the team in control of when a record is created.
Setup
Build it in a few focused steps.
- 1Connect Slack and Booqable to Notis once through the portal.
- 2In one prompt, ask Notis to create a Booqable customer from the verified details in a message when an agreed reaction is added.
- 3Select Message Reaction Added and choose the review channel and reaction where supported.
- 4Choose a run-report channel, then test with a reviewed message containing complete customer details.
Questions about this workflow
Can the reaction itself verify customer details?
No. The reaction is a team signal. Use the prompt and your process to ensure the details are verified before adding it.
Will it create a customer from a message with missing information?
Have Notis ask for missing details and check for an existing customer before creating a new record.
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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