Connect Booqable and processplan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer Update
New Customer
Updated Order
Reserved Order
Completed Payment
Finalize Invoice
Choose an Action
Automatically do this!
- Request a new Action for processplan
Enable Integrations or automations with these events of Booqable and processplan
Enable Integrations or automations with these events of Booqable and processplan
Triggers
New Customer Update
Triggers when a new customer is update.
New Customer
Triggers when a new customer is added.
Updated Order
Triggers when an order is updated.
Reserved Order
Triggers when an order is reserved.
Completed Payment
Triggers when a payment is completed.
Finalize Invoice
Triggers when an invoice is finalized.
Actions
List All Customers
Retrieves the details of all customers
List All Users
Retrieves the details of all users
List All Products
Retrieves the details of all products
List All Provinces
Retrieves the details of all provinces
List All Payments
Retrieves the details of all payments
List All Orders
Retrieves the details of all orders
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Booqable and processplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Booqable triggers actions in processplan (or vice versa).
Absolutely. You can customize how Booqable data is recorded in processplan. This includes choosing which data fields go into which fields of processplan, setting up custom formats, and filtering out unwanted information.
The data sync between Booqable and processplan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Booqable and processplan. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Booqable
Booqable is cloud-based rental software to manage your business and accept online bookings.
Learn MoreAbout processplan
ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!
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