Retrieve customer details before replying
Give support agents the facts they need in the same workflow.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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
Support replies become inconsistent when customer details are scattered or recalled from memory.
- Provides reliable customer context
- Reduces repeated questions
- Improves handoffs between agents
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Booqable once.
- 2Create an automation named WhatsApp customer details.
- 3Tell Notis to retrieve the Booqable customer record when a message provides a confirmed customer identifier, then summarize relevant details.
- 4Pick the New WhatsApp Message Received trigger.
- 5Choose where reports go and test with one identified customer.
Questions about this workflow
What if no identifier is provided?
Notis can report that a confirmed identifier is required before retrieval.
Can it include related orders?
Only when the retrieved response includes those relationships or you instruct a separate order lookup.
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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