Create BaseLinker Orders from Agile CRM Qualified Leads
Move a ready-to-buy lead into order processing without re-entering their details by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Order
Creates a new order with customer, product, and delivery details.
Why this helps
A qualified lead can stall when someone has to copy customer and product details from the CRM into the order system.
- Create an order from lead details submitted to Notis.
- Catch missing customer, product, or delivery information before order creation.
- Receive a run report that makes exceptions easier to follow up.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and BaseLinker once in the Notis portal.
- 2Create an automation in Notis by naming it and describing the order handoff.
- 3Tell Notis to create a BaseLinker order from the submitted lead details and report any missing required information.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real qualified lead and review the created order.
Questions about this workflow
Does Agile CRM provide a trigger for this workflow?
No. Agile CRM has no listed trigger events here, so this workflow starts when an HTTP request reaches a Notis webhook.
What information does Notis need to create the order?
The webhook payload must include the customer, product, and delivery details required for the order. Notis can report missing information, but it cannot infer details that were not 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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