Find a customer's orders before replying
Give support the right order context without switching between inbox and order tools.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Support replies slow down when agents search manually for every customer order history.
- Shorten support research
- Reduce mistaken order references
- Keep customer context in one report
Setup
Build it in a few focused steps.
- 1Connect 1Password and Baselinker once in the Notis portal.
- 2Create an automation named Support customer order search.
- 3Tell Notis to use the customer email supplied with each request and summarize matching orders for a support reply.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test with one real support request.
Questions about this workflow
How is the email supplied?
Include it in the webhook request context or in the instruction used for the support case.
Can this draft the customer reply?
It can summarize order facts; any reply drafting should be specified separately in your prompt.
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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