Run a monthly customer order screen
Keep recurring customer reviews consistent without another spreadsheet.
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
Periodic screening is easy to postpone when each lookup is manual.
- Make recurring reviews reliable
- Consolidate transaction evidence
- Save operator time
Setup
Build it in a few focused steps.
- 1Connect 21risk and Baselinker in Notis.
- 2Create an automation describing the monthly screening report.
- 3Tell Notis which customer emails and review rules to use.
- 4Pick a monthly schedule and report channel.
- 5Test with one customer from the list.
Questions about this workflow
Can it process multiple emails?
Yes. Provide the customer list and ask Notis to summarize each result.
What if no orders are found?
Notis can report no matching Baselinker orders for that customer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Baselinker. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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