Create BaseLinker orders from Agiled deal wins
Move a won deal into order processing without retyping customer details across tools.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Order
Creates a new order with customer, product, and delivery details.
Why this helps
A deal can be marked won in Agiled and still wait for someone to recreate it in the order system.
- Reduce duplicate data entry after a deal closes.
- Keep newly won deals from getting stuck before fulfillment.
- Surface missing order details in a run report.
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 find newly won Agiled deals and create a BaseLinker order for each deal with sufficient order details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real won deal and review the created order and report.
Questions about this workflow
What starts this workflow?
A recurring Notis schedule starts it. Notis checks Agiled for deals that appear newly won since its last run.
What if a deal is missing product or delivery details?
The automation can report the missing information for follow-up instead of creating an incomplete order. The needed details must be available in Agiled or supplied in the instruction.
Does this workflow create an invoice too?
No. It creates a BaseLinker order. Invoice creation is a separate action and should only be used when the order is ready for invoicing.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Baselinker.