Keep customer order histories easy to review
Give Notis a maintained list of customer emails and receive a scheduled summary of matching order histories.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Orders by Email
Why this helps
Preparing account reviews from scattered order searches takes time and makes it easy to miss context.
- Validate supplied email addresses before using them for lookup.
- Collect matching customer order histories in a repeatable report.
- Prepare for customer check-ins with less manual searching.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Baselinker once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe in one instruction how to process your supplied customer email list and summarize matching order histories.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real email from the list.
Questions about this workflow
Where does the email list come from?
Provide the list in the automation instruction or its run context. This workflow does not create or maintain a customer list.
Does it retrieve every customer record automatically?
No. It searches using the email addresses you supply.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Baselinker. A trigger fires from one place; an action lands in another.
Abstract triggers
Baselinker actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get External Storages List
List connected external storages.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Inventory
Get Inventory Documents
Retrieve inventory documents.
Add Inventory Category
Get Inventory Document Series
Retrieve available inventory document series.
Add Inventory Document
Get Inventory Purchase Orders
Retrieve inventory purchase orders.
Add Inventory Manufacturer
Connect any two apps with Notis in the middle.
Abstract and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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