Watch Orders That May Need Sales Follow-Up
Keep potentially stuck orders visible with a short recurring review for the sales team.
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
Orders needing customer clarification can sit unnoticed when sales follow-up depends on manual checks across systems.
- Review order information on a predictable schedule.
- Surface cases that meet the follow-up criteria supplied to Notis.
- Get a concise exception list for the sales team.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and BaseLinker once in the Notis portal.
- 2Create a Notis automation for a scheduled order follow-up review.
- 3Tell Notis what supplied cases and order conditions should be flagged for sales attention.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real case and confirm the report identifies the expected order.
Questions about this workflow
Can this monitor every Agile CRM opportunity automatically?
No Agile CRM trigger or read action is listed here. The workflow reviews cases supplied to Notis and can retrieve BaseLinker orders based on the provided criteria.
Does it change order status?
No. This workflow retrieves orders and reports potential follow-ups without changing them.
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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