Check Stock Before Promising a Product to a Lead
Give sales a quick stock signal before they commit to product availability in a customer conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Inventory Product
Adds a product to the catalog or updates an existing product.
Why this helps
A promising sales conversation can create avoidable rework if availability is assumed instead of checked.
- Check returned external stock quantities for supplied product identifiers.
- Highlight unavailable or low quantity items for follow-up.
- Keep availability decisions grounded in the connected storage data.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and BaseLinker once in the Notis portal.
- 2Create an automation that checks stock for products named in a sales request.
- 3Tell Notis to use supplied product identifiers, summarize returned quantities, and flag gaps without making unsupported availability promises.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real product request and compare the report with BaseLinker quantities.
Questions about this workflow
Does this action change stock levels?
No. The stock quantity lookup is read-only. It reports quantities from an external storage.
What if there are several connected stores?
The request or automation instructions need to identify the relevant external storage. Notis should report ambiguity if it cannot determine which one to check.
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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