Prepare client calls with a focused order history
Gather a customer's BaseLinker order history alongside the call context you provide from AgencyZoom.
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
Finding a customer's prior orders during a call can interrupt the conversation and create avoidable context switching.
- Look up orders associated with a supplied customer email.
- Prepare a concise order history for a client conversation.
- Avoid guessing the customer identity when email details are absent or ambiguous.
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 retrieve BaseLinker orders by the customer email supplied for each AgencyZoom call review and summarize the history relevant to the provided call context.
- 4Choose notis_cron as the trigger and set the schedule, then choose where run reports should go.
- 5Test with one real customer email and call preparation scenario.
Questions about this workflow
Can the workflow find orders without an email address?
This action searches by email, so provide the customer's email address for the lookup.
Does this contact the client?
No. It prepares order history for your review.
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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