Review customer order history for tax cases
Give recurring tax reviews the customer order history they need.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Orders by Email
Tool to search for orders by e-mail address. use when you need to retrieve all orders linked to a specific customer email in baselinker.
Why this helps
Tax case reviews restart from zero because customer order context is not gathered consistently.
- Standardize case preparation
- Reduce repeated searching
- Improve customer response speed
Setup
Build it in a few focused steps.
- 1Connect 44API and Baselinker in Notis once.
- 2Create an automation named Customer order history tax review.
- 3Tell Notis to search Baselinker by the customer emails supplied in your review source and summarize orders relevant to 44API cases.
- 4Choose a recurring cron trigger and a report channel.
- 5Test with one real review set.
Questions about this workflow
Where do the emails come from?
The prompt must specify the customer email source or provide the emails for the run.
Can it search multiple customers?
Run it with a supplied list and describe how each result should be summarized.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 44API to Baselinker. A trigger fires from one place; an action lands in another.
44API triggers
Baselinker actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get External Storages List
Tool to retrieve a list of available external storages connected to baselinker. use after authenticating to discover connected shops or warehouses.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Inventory Documents
Tool to retrieve a list of inventory documents. use when you need to fetch inventory records with optional filters for id, type, status, date range, warehouse, or pagination.
Get Inventory Document Series
Tool to retrieve available inventory document series. use when you need to assign a numbering series to a new inventory document.
Get Inventory Purchase Orders
Tool to retrieve a list of purchase orders from baselinker storage. use when you need to fetch purchase orders with optional filters like date range, supplier or pagination.
Get Inventory Purchase Order Series
Tool to retrieve a list of purchase order document series. use when you need to select a numbering series for a new purchase order.
Get New Receipts
Tool to retrieve receipts waiting to be issued. use after confirming fiscal printer availability; fetch pending receipts and mark them with setorderreceipt.
Get Order Extra Fields
Tool to retrieve extra fields defined for orders. use before fetching orders with include custom extra fields to list available custom order fields.
Get Orders
Tool to download orders from baselinker order manager. use when you need to fetch orders filtered by date, status, or other criteria.
Connect any two apps with Notis in the middle.
44API and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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