Move purchasing-ready Agiled vendors into BaseLinker
Make supplier setup part of the existing vendor workflow instead of another round of data entry.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Inventory Supplier
Creates a supplier or updates an existing supplier.
Why this helps
A vendor can be approved in the CRM or project workflow but remain unavailable to the team creating purchase orders.
- Reduce manual setup for approved vendors.
- Make purchasing records available in the inventory workflow.
- Report incomplete or ambiguous vendor information.
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 Agiled vendors explicitly marked ready for purchasing and create or update the corresponding BaseLinker supplier using available details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real vendor and inspect the supplier record and report.
Questions about this workflow
Does it transfer every Agiled contact?
No. The instruction should select vendors explicitly marked ready for purchasing, so unrelated contacts are not added as suppliers.
What if a supplier with the same name already exists?
Use a reliable identifier from Agiled to identify the existing supplier. Have Notis report uncertain matches instead of creating duplicates.
Can it create purchase orders too?
No. This workflow creates or updates supplier records. Purchase orders require a separate workflow and the relevant product and quantity details.
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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