Know which customers need follow-up
Turn a customer list into a focused next-action queue each day.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Follow-ups slip when customer records are reviewed only when someone remembers to check them.
- Makes follow-up priorities visible
- Reduces dropped conversations
- Supports consistent customer care
Setup
Build it in a few focused steps.
- 1Connect Booqable in Notis.
- 2Create an automation named Daily customer follow-up queue.
- 3Tell Notis to retrieve customers and identify follow-up candidates using criteria you provide, then summarize the reason for each.
- 4Choose a daily Notis schedule trigger.
- 5Select a report destination and test with one run.
Questions about this workflow
What criteria can I use?
Use criteria grounded in the customer data returned by Booqable or provide the needed baseline explicitly.
Will it contact customers?
No. It creates a queue for your team to review and act on.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Booqable. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Delete Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
Delete Order
Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.
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.
Get Customer
Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.
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.
Timelinesai and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Booqable.