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Notis

Know which custom order fields are available for handoffs

See the custom order fields BaseLinker exposes before a handoff depends on them.

Trigger

Recurring schedule

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

Action

Get Order Extra Fields

Retrieve the extra fields defined for orders.

Why this helps

Handoffs can lose useful context when teams do not know which custom order fields are available.

  • Retrieve the custom fields defined for BaseLinker orders.
  • Prepare prompts around fields that are actually available.
  • Spot when a requested handoff detail needs a human source.

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 custom order fields on a schedule and summarize which are relevant to the AgencyZoom handoff context supplied for the run.
  • 4Choose notis_cron as the trigger and set the schedule, then choose where run reports should go.
  • 5Test with one real handoff scenario and confirm any referenced custom fields exist.

Questions about this workflow

Does this retrieve order values for each custom field?

No. It lists the extra fields defined for orders. Fetching order records is a separate step.

Will it create missing custom fields?

No. This action retrieves the current field definitions for 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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