All integrationsE-Commerce
Booqable
Run your Booqable rental business: create orders and book products on them, reserve, archive or cancel orders, manage customers and product groups, check availability, and list invoices and payments.
- actions
- 20
- triggers
- 3
Triggers
Start a workflow when something happens in Booqable.
- New orderRuns for each new order in Booqable once it is saved (as a draft, reserved or later), with its rental period, customer and totals. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
- Order status changedRuns when a Booqable order moves to a new status, such as Reserved or Started, with the order as it is now. A newly saved order runs it too, with its first status. How often it checks follows your workspace plan.
- New customerRuns for each new customer in Booqable, whether added by staff or at checkout in the online store, with their name and email. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
Actions
Steps a workflow can run in Booqable.
- List ordersList orders, newest first, filtered by status, payment status, customer, rental start or a search. Gets one page; run it again with the next page number to see more.
- Get orderGet one order with its rental period, status, customer and amounts.
- Create orderCreate an order for a rental period, optionally for a customer. It starts empty: use 'Book product on order' to add products.
- Update orderChange an order's customer, rental period, pick-up and return locations or tags. A new customer brings their discount and deposit settings; new dates can cause a shortage.
- Change order statusSave an order as a draft, reserve it (its items are then held for it), archive it, cancel it, or set it back to started or stopped. Nothing changes if it is already in that status.
- Book product on orderAdd a quantity of a product to an order, which holds that stock for the rental period. Booking the same product again adds to its line.
- List customersList customers by name, optionally matching a search or an exact email. Gets one page; run it again with the next page number to see more.
- Get customerGet one customer with their email, type, discount and order totals.
- Create customerCreate a customer, a person or a company, to put orders under.
- Update customerChange a customer's name, email, type, default discount or tags.
- Archive customerArchive a customer so they no longer show in lists. Their orders and documents stay.
- List product groupsList product groups (the items you rent or sell, with their pricing) by name. Gets one page; run it again with the next page number to see more.
- Get product groupGet one product group with its type, pricing, deposit and stock settings.
- Create product groupAdd something to rent or sell. Booqable makes its product with it, which 'List products' finds for booking.
- Update product groupChange a product group's name, SKU, pricing, price, deposit, description, store visibility or tags.
- Archive product groupArchive a product group and its products so they can't be booked any more. Past orders keep them.
- List productsList the products you can book on orders (a product group's product, or each of its variations), optionally of one group.
- Check availabilitySee how many units of a product are free to book for a rental period at a location, after existing reservations.
- List documentsList invoices, quotes and contracts, newest first, optionally of one order or customer.
- List paymentsList payments (charges, card authorizations and refunds), newest first, optionally of one order or customer, with their status.
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