Prepare customer follow-up lists automatically
Keep customer care visible without rebuilding the same list every week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Why this helps
Follow-up slips when teams must repeatedly search customer records by hand.
- Keep follow-up work visible
- Reduce repeated searching
- Support consistent account care
Setup
Build it in a few focused steps.
- 1Connect Booqable in Notis once.
- 2Create an automation that retrieves the customer records relevant to your follow-up routine and summarizes them.
- 3Pick a Notis recurring schedule trigger.
- 4Choose where the follow-up list should be reported.
- 5Run one test list and confirm the criteria.
Questions about this workflow
Can I define which customers appear?
Yes. State the customer criteria or review scope in the plain language instruction.
Does this send messages to customers?
No. It prepares a list for your team to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Booqable. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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