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Notis

Update payer details from a request

Route payer detail changes through one request and let Notis update the BaseLinker record when the intended payer is clear.

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

Contact detail changes are easy to lose in conversations and tedious to re-enter in a separate system.

  • Reduce repeated contact detail entry
  • Keep a report of submitted changes
  • Flag unclear payer identity before updating

Setup

Build it in a few focused steps.

  • 1Connect Notis to Baselinker once in the portal.
  • 2Create an automation in the portal or tell Notis to create one from any channel.
  • 3Describe the payer to add or update and the supplied contact details; report ambiguous identities instead of guessing.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real payer change request.

Questions about this workflow

Can this create a new payer?

Yes. The action can add a payer or update one with contact details.

What if two payer records could match?

Tell Notis to report the ambiguity and request clarification before it updates a record.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link AnyDB to Baselinker. A trigger fires from one place; an action lands in another.

AnyDB triggers

Baselinker actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get External Storages List

List connected external storages.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Inventory

Creates or updates a product catalog.

ActionInstant

Get Inventory Documents

Retrieve inventory documents.

ActionInstant

Add Inventory Category

Creates a category or updates the existing category with the same identifier.

ActionInstant

Get Inventory Document Series

Retrieve available inventory document series.

ActionInstant

Add Inventory Document

Creates a draft inventory document that requires confirmation before it is confirmed.

ActionInstant

Get Inventory Purchase Orders

Retrieve inventory purchase orders.

ActionInstant

Add Inventory Manufacturer

Adds a manufacturer or updates the existing one with the same identifier.

ActionInstant

Connect any two apps with Notis in the middle.

AnyDB and Baselinker, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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