Create a Booqable customer from a rental ticket
Convert qualified rental inquiries into usable customer records.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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
Promising rental leads can stall while someone manually creates their profile.
- Shorten inquiry-to-booking time
- Keep verified contact details in Booqable
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Booqable once in Notis.
- 2Create an automation named Rental Ticket Customer Intake.
- 3Tell Notis to read the ticket, verify the contact details, and create a Booqable customer when enough information is present.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with one real rental ticket.
Questions about this workflow
Will every ticket create a customer?
Only instruct Notis to create one when the ticket contains verified customer details.
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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