Search Booqable customers from Todoist
Find customer records from a Todoist task before you follow up or create a booking.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Why this helps
Customer lookups interrupt focus when names and contact details must be checked by hand.
- Locate the right customer quickly
- Avoid duplicate customer records
- Keep lookup requests visible
Setup
Build it in a few focused steps.
- 1Connect Todoist and Booqable once in Notis.
- 2Create an automation for customer lookup tasks.
- 3Tell Notis to search Booqable customers with the supplied terms and summarize likely matches.
- 4Pick the Todoist New Task Created trigger and a report channel.
- 5Test with one real customer search.
Questions about this workflow
Can it detect duplicate matches?
Yes. Ask Notis to list close matches and flag ambiguity for review.
What search terms work best?
Names, email addresses, and other terms accepted by the Booqable customer list action work well.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Booqable. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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