Create Booqable customers from new Zendesk users
Keep customer records aligned as soon as someone enters Zendesk.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
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
New customers can be forgotten between support and rental operations.
- Reduce duplicate data entry
- Start rental conversations with a ready customer record
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Booqable once in Notis.
- 2Create an automation named New Zendesk User to Booqable Customer.
- 3Tell Notis to verify the user's name and email, then create the Booqable customer.
- 4Pick New User Created as the trigger and choose a report channel.
- 5Test with one real Zendesk user.
Questions about this workflow
What happens if the user lacks an email address?
Tell Notis to report the record for review instead of creating a customer.
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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