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Notis

Check connected stock sources before AgencyZoom follow-ups

Know which external stock sources are connected before you follow up on a customer request.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get External Storages List

List connected external storages.

Why this helps

A follow-up can stall when availability needs checking and the right connected source is unclear.

  • See the external storage connections available in BaseLinker.
  • Pair source discovery with follow-up context supplied to Notis.
  • Identify when a stock quantity check needs a specific source or product detail.

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 the connected BaseLinker external storages on a schedule and summarize which sources may help with the supplied AgencyZoom follow-up context.
  • 4Choose notis_cron as the trigger and set the schedule, then choose where run reports should go.
  • 5Test with one real follow-up scenario and confirm the reported storage list is useful.

Questions about this workflow

Does this check quantities for a particular product?

No. It lists external storages. A quantity check requires product details and a specific connected storage.

Can it run without AgencyZoom events?

Yes. AgencyZoom has no trigger events here, so a Notis schedule starts the 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.

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.

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

When this happens · Trigger

Do this · Action

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