Match an unclear Zendesk customer to Booqable
Resolve identity questions before rental work moves forward.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Why this helps
Similar names and incomplete details make customer matching error prone.
- Reduce mistaken customer matches
- Create a clear review queue
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Booqable once in Notis.
- 2Create an automation named Resolve Ticket Customer.
- 3Tell Notis to search Booqable customers using the ticket's available identity clues and report possible matches with confidence notes.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with one ambiguous ticket.
Questions about this workflow
Will it choose a customer without confirmation?
Tell Notis to report candidates for review unless the identity is verified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Booqable. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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