Check Storage Options Before Routing a Sales Request
Route a sales request with current storage information instead of relying on an outdated assumption.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Storages List
Lists the available storage locations.
Why this helps
Requests can land in the wrong workflow when the team assumes a storage supports an operation without checking.
- Retrieve available BaseLinker storages and their returned capabilities.
- Support routing choices with current data from BaseLinker.
- Flag when a requested operation is not supported by the returned information.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and BaseLinker once in the Notis portal.
- 2Create an automation that checks BaseLinker storage options for supplied sales requests.
- 3Tell Notis to compare the request with returned storage details and report a suitable route only when supported.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real request and review the route recommendation.
Questions about this workflow
Does this perform the requested storage operation?
No. This action lists storages and capabilities. It supports a routing decision but does not itself perform the follow-on operation.
What if the returned capabilities do not answer the request?
Notis should report that the available data is insufficient and ask for the relevant storage or operation details.
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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