See a customer order history in seconds
Give support and sales a clean order history before a customer conversation.
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
Teams spend too long piecing together a customer's past orders from separate searches.
- Prepare for customer conversations
- See repeat purchase patterns
- Reduce manual email searches
Setup
Build it in a few focused steps.
- 1Connect 1Password and Baselinker once in the Notis portal.
- 2Create an automation named Customer order history digest.
- 3Tell Notis which customer email context to use and how to summarize returned orders.
- 4Pick a recurring cron trigger and choose where run reports should go.
- 5Test with one real customer history.
Questions about this workflow
Where does the customer email come from?
Provide it in the automation context or webhook payload, depending on how you trigger the workflow.
Does this expose unrelated customers?
The instruction should specify one customer email or an approved support scope.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Baselinker. A trigger fires from one place; an action lands in another.
1password 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.
1password and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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