Catch ready-to-buy prospects on a regular review
Give purchase-ready leads a consistent path into order handling, without turning every lead into an order.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Order
Creates a new order with customer, product, and delivery details.
Why this helps
Leads can be overlooked when prospect review and order entry happen in different tools and at different times.
- Surface complete purchase requests during a regular review.
- Avoid creating orders from prospect records that lack buying intent or required details.
- Reduce the need to remember a separate manual review.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and BaseLinker once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe the outcome: review the available prospect data and create a BaseLinker order only when purchase intent and required order details are confirmed; report incomplete or ambiguous cases.
- 4Choose a recurring schedule trigger.
- 5Choose where run reports should go, then test with one real prospect example.
Questions about this workflow
What schedule should I choose?
Choose a recurring schedule that matches how often prospect data is refreshed and reviewed in your process.
Can it decide whether a lead is ready to buy?
It can assess the information available in the returned data, but your instruction should define what counts as confirmed purchase intent and a complete order.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Baselinker. A trigger fires from one place; an action lands in another.
Aeroleads 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
Creates or updates a product catalog.
Get Inventory Documents
Retrieve inventory documents.
Add Inventory Category
Creates a category or updates the existing category with the same identifier.
Get Inventory Document Series
Retrieve available inventory document series.
Add Inventory Document
Creates a draft inventory document that requires confirmation before it is confirmed.
Get Inventory Purchase Orders
Retrieve inventory purchase orders.
Add Inventory Manufacturer
Adds a manufacturer or updates the existing one with the same identifier.
Connect any two apps with Notis in the middle.
Aeroleads and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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