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Notis

Keep consented ActiveTrail inquiries ready in Baselinker

A new inquiry arrives with the context Baselinker needs, so you can follow up without copying contact details between apps.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Add Inventory Payer

Creates a payer or updates an existing payer’s details.

Why this helps

Promising inquiries can get lost when contact details live in an email platform and the next step happens in an order system.

  • Reduce manual copying of contact details
  • Keep supplied inquiry context available for follow-up
  • Run only when an external webhook starts the workflow

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and Baselinker once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to create or update a Baselinker payer from the contact details and consent status in the incoming inquiry.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real consented inquiry sent to the webhook.

Questions about this workflow

Does ActiveTrail start this workflow automatically?

ActiveTrail has no exposed trigger event here. Notis starts it when an external system sends an HTTP request to the webhook.

What if the inquiry does not include consent?

Tell Notis to skip creating or updating the payer unless the incoming request includes the consent evidence you require.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveTrail to Baselinker. A trigger fires from one place; an action lands in another.

ActiveTrail triggers

Baselinker actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get External Storages List

List connected external storages.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Inventory

Creates or updates a product catalog.

ActionInstant

Get Inventory Documents

Retrieve inventory documents.

ActionInstant

Add Inventory Category

Creates a category or updates the existing category with the same identifier.

ActionInstant

Get Inventory Document Series

Retrieve available inventory document series.

ActionInstant

Add Inventory Document

Creates a draft inventory document that requires confirmation before it is confirmed.

ActionInstant

Get Inventory Purchase Orders

Retrieve inventory purchase orders.

ActionInstant

Add Inventory Manufacturer

Adds a manufacturer or updates the existing one with the same identifier.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveTrail and Baselinker, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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