Find Booqable customers from WhatsApp chats
Give your team customer context before they reply.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Why this helps
Agents waste time searching Booqable manually while a customer waits in WhatsApp.
- Makes customer history easier to find
- Improves response quality
- Cuts app switching
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Booqable in Notis.
- 2Create an automation named WhatsApp customer lookup.
- 3Tell Notis to search Booqable customers using identifiers found in each new message and summarize likely matches.
- 4Choose the TimelinesAI message trigger.
- 5Select a report destination and test with a known customer message.
Questions about this workflow
What does Notis return?
It can report matching customer records and highlight uncertainty when several matches exist.
Will it modify customers?
No. This workflow only retrieves and summarizes customer records.
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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