Capture payer details from customer forms
Let Notis turn submitted customer paperwork into a Baselinker payer record for your team to review.
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 contact details in forms often need to be copied manually before work can continue.
- Cut repeated entry of payer contact details.
- Keep billing records closer to the source document.
- Route uncertain matches for review.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Baselinker once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to parse submitted forms with Affinda and add or update a Baselinker payer using verified details.
- 4Choose the webhook trigger and where run reports go.
- 5Test with one real form and inspect the payer record.
Questions about this workflow
Can the workflow update an existing payer?
The listed action supports adding a payer or updating one. Instruct Notis to update only when it can identify the existing payer reliably.
Does this create an order too?
No. This workflow uses the Baselinker payer action to manage payer details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Baselinker. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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