Know which custom order fields are available
When an email calls for custom order context, get a current list of the extra fields Baselinker defines.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Order Extra Fields
Tool to retrieve extra fields defined for orders. use before fetching orders with include custom extra fields to list available custom order fields.
Why this helps
Custom order information can be easy to miss when its field names are unfamiliar or undocumented.
- See which extra fields are defined for orders.
- Avoid assuming custom data exists when it has not been confirmed.
- Make future order review instructions more precise.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Baselinker once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to retrieve and summarize defined Baselinker order extra fields when an email raises a custom data question.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real email that raises an order data question.
Questions about this workflow
Does this return values for a particular order?
No. Get Order Extra Fields lists fields defined for orders, rather than retrieving values for a particular order.
Can I rely on a field being available if it is not listed?
No. The report should treat only fields Baselinker returns as defined.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Baselinker. A trigger fires from one place; an action lands in another.
Agent mail triggers
Baselinker actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to retrieve a list of inventory documents. use when you need to fetch inventory records with optional filters for id, type, status, date range, warehouse, or pagination.
New Email Received
Trigger for new emails in an AgentMail inbox
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Tool to retrieve available inventory document series. use when you need to assign a numbering series to a new inventory document.
Get Inventory Purchase Orders
Tool to retrieve a list of purchase orders from baselinker storage. use when you need to fetch purchase orders with optional filters like date range, supplier or pagination.
Get Inventory Purchase Order Series
Tool to retrieve a list of purchase order document series. use when you need to select a numbering series for a new purchase order.
Get New Receipts
Tool to retrieve receipts waiting to be issued. use after confirming fiscal printer availability; fetch pending receipts and mark them with setorderreceipt.
Get Order Extra Fields
Tool to retrieve extra fields defined for orders. use before fetching orders with include custom extra fields to list available custom order fields.
Get Orders
Tool to download orders from baselinker order manager. use when you need to fetch orders filtered by date, status, or other criteria.
Connect any two apps with Notis in the middle.
Agent mail and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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