Prepare a Booqable customer follow-up list from Trello activity
Turn activity into a ready customer follow-up list before small tasks become dropped balls.
Trigger
New Activity Trigger
Triggered when there is activity in Trello.
Action
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Why this helps
Follow-up names and contact details are scattered across activity notes and customer records.
- Make follow-up easier to start
- Keep contact research focused
- Reduce missed customer replies
Setup
Build it in a few focused steps.
- 1Connect Trello and Booqable once.
- 2Create an automation that lists customers related to the activity and summarizes why each needs follow-up.
- 3Pick Trello New Activity Trigger.
- 4Select a report channel and test with one follow-up activity.
Questions about this workflow
Does this send messages to customers?
No. It prepares customer information for your team; sending requires a separate authorized workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Booqable. A trigger fires from one place; an action lands in another.
Trello 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'.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
Delete Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
New Board Trigger
Triggered when a board is created in the specified workspace
Delete Order
Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.
New Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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