Keep payer contact details current from agency requests
Send a payer update request to Notis and apply the supplied contact changes in BaseLinker.
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
Payer contact updates can be missed when information is passed between customer and order systems.
- Route payer changes from an existing request into BaseLinker.
- Use the supplied payer identity and contact details.
- Flag requests that do not clearly identify the payer.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and BaseLinker once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to update the identified BaseLinker payer with the contact details supplied in each request and report missing identity or contact information.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real payer update request.
Questions about this workflow
Can this add a new payer?
The action can add or update a payer. Ask Notis to update only when the request clearly identifies an existing payer.
Will Notis decide which payer matches a name?
Provide a reliable payer identifier in the request; have Notis flag ambiguous identity instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Baselinker. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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