Keep investor gift shipments connected to Affinity
Once a gift shipment is approved and its courier details are ready, register the package without switching back to find the investor record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Package Manual
Registers tracking and courier details for a manually created shipment, which may be marked as a return.
Why this helps
Gift follow-through can get lost between relationship notes, courier details, and order records.
- Keep the shipment step tied to an approved relationship workflow.
- Avoid re-entering package details when a matching order is identified.
- Surface missing tracking or courier information in the run report.
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.
- 3Describe which approved gift shipment request should create a Baselinker manual package and what order, courier, and tracking details are required.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real shipment whose order and courier details are available.
Questions about this workflow
Can this workflow ship a gift based on an Affinity contact alone?
No. The Baselinker action registers shipment details for an order. Provide or identify the corresponding order and the courier and tracking information.
Can Notis generate a tracking number?
This action registers shipping details for a shipment created outside Baselinker. The workflow needs the tracking and courier information from your shipping process.
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.
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.
Affinity and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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