Review customer order history from one place
Pull a customer's Baselinker order history and check it against documents your team provides for the review.
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
Customer order history and supporting documents can live in separate places, making follow-up harder than it needs to be.
- Gather orders associated with a customer email.
- Compare order details with supplied source documents.
- Summarize mismatches and follow-up items in one report.
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 give it a name.
- 3In one instruction, tell Notis to retrieve orders for the supplied customer email and compare them with supplied documents parsed using Affinda.
- 4Choose the recurring schedule and where reports should go.
- 5Test with one customer email and its relevant documents.
Questions about this workflow
Where does the customer email come from?
Provide the email in the automation's instruction or its scheduled input. The workflow should not invent customer identifiers.
Does the Baselinker action return every possible customer record?
The listed action searches orders linked to a specific email address. The comparison is limited to the returned orders and documents provided.
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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