Carry verified billing contacts into BaseLinker
Keep billing contact details ready for sales operations instead of hunting through prospect notes later.
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
Billing details gathered during prospecting can be scattered or retyped incorrectly when a customer is ready to buy.
- Capture verified payer details at the point of handoff.
- Update an existing payer when the supplied identifier supports it.
- Avoid treating incomplete prospect research as confirmed billing data.
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: create or update a BaseLinker payer using verified billing contact details from the incoming prospect handoff, and flag missing or uncertain details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example and verify the payer record.
Questions about this workflow
Does this create an order too?
No. This workflow creates or updates a payer record. Create a separate order workflow when purchase and delivery details are confirmed.
What if billing details are not verified?
The instruction should tell Notis to flag the handoff for review rather than create or update a payer using uncertain data.
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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