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Notis

See recent Baselinker orders alongside Affinity relationships

Review order history for selected Affinity contacts on a predictable schedule, with matching results gathered into a run report.

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

Relationship owners may not know a contact has ordered recently until they manually search another system.

  • Reduce manual lookups before relationship follow-up.
  • Review order matches in a scheduled report.
  • Use contact emails already available in Affinity.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Baselinker once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3In one instruction, specify which Affinity contacts to check, the email addresses to use, and what order details to summarize.
  • 4Choose a recurring Notis schedule and where run reports should go.
  • 5Test with one real contact email and confirm the returned orders are relevant.

Questions about this workflow

Does the order lookup use a contact's name?

The Baselinker action searches by email. The workflow needs an email address from the Affinity contact record.

Does this create or change Baselinker orders?

No. This action retrieves orders linked to an email address. The run report can summarize matches for follow-up.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Affinity 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.

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

When this happens · Trigger

Do this · Action

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