Zapier
Connect Booqable to 9,000+ apps and automate rental workflows, customer updates, and administrative tasks without writing code.
Automate your rental workflows with Zapier
Connect Booqable to Zapier to share information between your rental business and the tools you already use. Automate tasks when customers book rentals, orders change status, invoices are finalized, or payments are completed.
Create custom workflows called Zaps that connect Booqable with apps like Google Sheets, Gmail, HubSpot, and QuickBooks. Each Zap starts with a trigger in one app and performs an action in another, reducing manual data entry and keeping information up to date.
You can also create, update, find, and delete Booqable customer records through workflows started in other applications.
What can you automate with Zapier?
Use Zapier to connect rental activity in Booqable with your communication, accounting, and business management tools.
| Workflow | What you can automate |
|---|---|
| Order notifications | Send an email or text message when a rental is reserved, picked up, returned, or updated. |
| Calendar updates | Add rental bookings to Google Calendar so your team can see upcoming reservations and rental schedules. |
| Customer management | Create or update customer records in Booqable using information from connected CRM systems or other apps. |
| Accounting workflows | Start workflows in accounting apps such as QuickBooks when invoices are finalized or payments are completed. |
| Spreadsheets and reporting | Add order or payment information to Google Sheets to maintain custom records and reports. |
| Document workflows | Trigger document-related tasks in apps such as DocuSign when supported rental events occur. |
The workflows you can build depend on the triggers and actions supported by Booqable and the other apps you connect.
Supported Booqable triggers and actions
Zapier connects apps using triggers and actions. A trigger starts a workflow when something happens, while an action performs a task in a connected app.
Triggers: Start a workflow from Booqable
| Trigger | When it runs |
|---|---|
| Reserved Order | When an order is reserved in Booqable. |
| Started Order | When an order is marked as picked up. |
| Stopped Order | When an order is marked as returned. |
| Updated Order | When details of an existing order are updated. |
| Finalize Invoice | When an invoice is finalized. |
| New Customer | When a new customer is created in Booqable. |
| Completed Payment | When an online or manually recorded payment is completed for an order. |
Actions: Work with Booqable from other apps
| Action | What it does |
|---|---|
| Create Customer | Add a new customer to Booqable using information from another app. |
| Update Customer | Change an existing customer’s details. |
| Find Customer by email or phone | Look up a customer using their email address or phone number. |
| Find Customer by ID | Retrieve a customer using their unique Booqable ID. |
| Find Order by ID | Retrieve an existing rental order using its unique Booqable ID. |
| Delete Customer | Delete a customer record from Booqable. |
Getting started with Zapier
You’ll need a Booqable account, a Zapier account, and an API key generated in Booqable.
Connect Booqable to Zapier using your Booqable account address and API key. You can then choose a trigger or action, connect another app, and configure the information your Zap should exchange.
For example, you could create a Zap that sends a text message through a messaging app whenever an order is marked as picked up in Booqable.
For detailed connection instructions and the complete list of supported events, follow the setup guide.
Frequently asked questions
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