Review orders alongside AgencyZoom policy follow-ups
Get a scheduled view of orders that may need attention alongside the policy follow-up details you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Orders
Retrieve orders from the order manager.
Why this helps
Policy follow-ups and order activity can live in separate systems, making it easy to miss a useful connection.
- Gather current BaseLinker orders for a recurring review.
- Bring policy follow-up context into the same Notis run when supplied.
- Surface gaps for a person to review without assuming a policy-to-order match.
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 on a schedule and summarize them against AgencyZoom policy follow-up details supplied for the run, flagging unmatched or missing context.
- 4Choose notis_cron as the trigger and set the schedule, then choose where run reports should go.
- 5Test with one real order set and policy follow-up context.
Questions about this workflow
Can this workflow retrieve policy details directly from AgencyZoom?
AgencyZoom trigger events are not available in this package. Supply the relevant follow-up details to Notis for the scheduled review.
Does a schedule start this workflow?
Yes. Choose notis_cron and set the recurrence when creating the automation.
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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