Check whether a WhatsApp inquiry is from an existing Booqable customer
Before treating a renter as a new lead, search the Booqable customer list and review likely matches.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Why this helps
Duplicate customer records make it harder to keep rental history and follow-up in one place.
- Search existing Booqable customers using available sender details.
- Review potential matches before creating a new record.
- Get a report when the message does not include enough identifying information.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to search Booqable customers using identifying details present in the message and report likely matches or missing details.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports go.
- 5Test with one real inquiry from a customer whose details are in Booqable.
Questions about this workflow
Will this automatically merge duplicate customer records?
No. The available action lists customers; it does not merge or update records. Review potential matches yourself.
What if the WhatsApp message only has a phone number?
Notis can search or report using available details, but the provided Booqable event description does not specify searchable fields. Treat any match as something to verify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Booqable. A trigger fires from one place; an action lands in another.
Whatsapp 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'.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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 Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Delete Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Delete Order
Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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