Search Booqable customers with webhook requests
Let intake tools ask Booqable for customer matches without a manual lookup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Why this helps
Teams duplicate contacts when external forms cannot check existing customer records.
- Reduce duplicate records
- Speed up intake checks
- Return consistent customer matches
Setup
Build it in a few focused steps.
- 1Connect Booqable in Notis.
- 2Create an automation for customer lookup webhooks.
- 3Tell Notis to search Booqable customers with the payload terms and summarize possible matches.
- 4Choose the webhook trigger and a report channel.
- 5Send one real lookup request to test it.
Questions about this workflow
Can it flag multiple matches?
Yes. Tell Notis to list close matches and flag cases needing human review.
What fields can be searched?
Use the search terms accepted by the Booqable customer list action.
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
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.