Find Baselinker orders that need Affinity sales follow-up
Get a focused order review for the sales relationships you care about, with the follow-up criteria stated in plain language.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Orders
Retrieve orders from the order manager.
Why this helps
Order queues and relationship follow-ups live in separate places, making it easy to miss a useful next step.
- Collect relevant orders into a run report for review.
- Apply follow-up rules you define, such as a status or date range.
- Avoid repeated manual searches across sales and order systems.
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 Baselinker orders to retrieve and how to identify related Affinity contacts or follow-up criteria.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with a real order sample and review the report before relying on it.
Questions about this workflow
Can this workflow determine which orders are overdue?
Only if you provide the relevant due date or a clear rule. Baselinker order retrieval can return orders, but it does not supply your sales follow-up policy.
Will the workflow update Affinity?
No Affinity action is listed in this pair. This workflow retrieves Baselinker orders and reports relevant findings.
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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