Create Booqable customers from lead webhooks
Move qualified leads into Booqable as soon as their details are verified.
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 contact details remain trapped in a form tool.
- Respond to leads sooner
- Reduce manual data entry
- Keep customer creation consistent
Setup
Build it in a few focused steps.
- 1Connect Booqable in Notis.
- 2Create an automation for verified lead webhooks.
- 3Tell Notis to create a Booqable customer from each payload after checking the supplied details.
- 4Choose the webhook trigger and a report channel.
- 5Send one real lead payload to test it.
Questions about this workflow
Should every lead become a customer?
Tell Notis to create records only for leads marked qualified or otherwise verified.
What happens when contact data is incomplete?
Notis can report the missing details for review.
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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