Review purchase orders ahead of client follow-ups
Bring a current purchase order view into the same review as your upcoming client follow-ups.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Inventory Purchase Orders
Retrieve inventory purchase orders.
Why this helps
Client conversations can be harder when purchase progress is scattered across operational systems.
- Fetch BaseLinker purchase orders for a recurring review.
- Use supplier or date context supplied to Notis to focus the review.
- Prepare client follow-ups with current purchasing context.
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 purchase orders on a schedule using any supplied filters and summarize context relevant to the AgencyZoom follow-ups you provide.
- 4Choose notis_cron as the trigger and set the schedule, then choose where run reports should go.
- 5Test with one real purchase order review and client follow-up context.
Questions about this workflow
Can Notis infer a supplier or date filter?
Provide those details in the prompt or run context. Notis should not guess filters that matter to the review.
Does this create a purchase order?
No. It retrieves purchase orders 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.
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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