Create customers from qualified lead events
Move qualified prospects into your rental system as soon as they are ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Qualified leads lose momentum when customer records wait for a manual handoff.
- Removes handoff delays
- Keeps qualification context connected
- Reduces duplicate entry
Setup
Build it in a few focused steps.
- 1Connect Booqable in the Notis portal.
- 2Create an automation named Qualified lead to customer.
- 3Tell Notis to create a Booqable customer from each webhook only after verifying the supplied details.
- 4Choose the Notis webhook trigger.
- 5Select a report channel and test with one real qualified lead payload.
Questions about this workflow
Can the webhook include custom qualification notes?
Yes. Notis can use supplied notes when deciding whether details are sufficient.
How are duplicates handled?
Instruct Notis to search existing customers before creating a new record.
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
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