Keep BaseLinker payer contact details current
Carry corrected customer details into BaseLinker as soon as they are confirmed in Agiled.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Inventory Payer
Creates a payer or updates an existing payer’s details.
Why this helps
A corrected customer email or address can remain in the CRM while order records continue using outdated contact details.
- Reduce repeated customer detail corrections.
- Keep payer information aligned with confirmed CRM records.
- Avoid unsafe updates when a payer match is unclear.
Setup
Build it in a few focused steps.
- 1Connect Agiled and BaseLinker once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use incoming Agiled customer corrections to update the matching BaseLinker payer and report when identity is unclear.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact correction and confirm the intended payer was updated.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it and should include the confirmed contact correction from Agiled.
How does it find the payer?
Use a stable identifier available in both systems, such as a customer reference or email address. If the match is uncertain, report it for review.
Does it update existing orders too?
The selected action updates a payer record. Updating contact details on existing orders is not part of this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Baselinker. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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