Check Order History Before a Sales Follow-Up
Bring recent order context into the next customer conversation without switching systems to search manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Orders by Email
Why this helps
A follow-up can feel disconnected when the salesperson does not know what the customer has already ordered.
- Search BaseLinker orders using the supplied customer email.
- Summarize available order history for the sales follow-up.
- Flag when the request does not include a usable email address.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and BaseLinker once in the Notis portal.
- 2Create an automation and describe how order history should support a sales follow-up.
- 3Tell Notis to search BaseLinker orders by the email supplied in the request and summarize relevant results.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real customer email and review the returned order context.
Questions about this workflow
Does this workflow update the Agile CRM contact?
No. The listed BaseLinker action searches orders by email; it does not update Agile CRM.
What if the request has no email?
Notis should report that the search cannot be performed until a customer email is supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Baselinker. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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