Move AgencyZoom sales handoffs into BaseLinker orders
Send a sales handoff to Notis and let it create a BaseLinker order from the details provided.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Order
Creates a new order with customer, product, and delivery details.
Why this helps
Re-entering customer and order details across systems can slow down a promising sales handoff.
- Reduce duplicate entry after a qualified handoff.
- Keep order creation tied to the details in the submitted request.
- Get a run report when the handoff needs attention.
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 create a BaseLinker order from each AgencyZoom handoff, using only supplied customer, product, and delivery details; report missing required details instead of guessing.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real handoff that includes the details needed to place an order.
Questions about this workflow
Does AgencyZoom provide a trigger event for this workflow?
No. Start it with a Notis webhook, which runs when an HTTP request is sent to the automation.
Will Notis fill in missing order details?
No. Ask it to report missing required details rather than invent customer, product, or delivery information.
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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