Find a customer's order history from the conversation
When a project comment raises a customer question, bring their Baselinker order history into the conversation without another manual search.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
Get Orders by Email
Tool to search for orders by e-mail address. use when you need to retrieve all orders linked to a specific customer email in baselinker.
Why this helps
A customer email in a project discussion can trigger a context switch to find the orders connected to that person.
- See related orders while the discussion is active
- Avoid repeating email searches
- Help the team respond with better context
Setup
Build it in a few focused steps.
- 1Connect Asana and Baselinker once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe that comments containing a customer email should prompt an order lookup and concise summary.
- 4Pick the Asana New Comment on Task trigger and choose where run reports should go.
- 5Test with one real project comment that includes a customer email.
Questions about this workflow
Does the comment need to include an email address?
An email address gives Baselinker's Get Orders by Email action the needed search detail. If the comment lacks one, Notis can ask for it in the report.
Will this post the order history back as an Asana comment?
The listed Baselinker action retrieves orders by email. Choose a report destination in Notis to receive the lookup summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Baselinker. A trigger fires from one place; an action lands in another.
Asana triggers
Baselinker actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get External Storages List
Tool to retrieve a list of available external storages connected to baselinker. use after authenticating to discover connected shops or warehouses.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Inventory Documents
Tool to retrieve a list of inventory documents. use when you need to fetch inventory records with optional filters for id, type, status, date range, warehouse, or pagination.
Attachment Added to Task
Triggers when an attachment is added to a task.
Get Inventory Document Series
Tool to retrieve available inventory document series. use when you need to assign a numbering series to a new inventory document.
New Comment on Task
Triggers when a comment is added to a task in a project.
Get Inventory Purchase Orders
Tool to retrieve a list of purchase orders from baselinker storage. use when you need to fetch purchase orders with optional filters like date range, supplier or pagination.
New Task Created
Triggers when a new task is created in a project.
Get Inventory Purchase Order Series
Tool to retrieve a list of purchase order document series. use when you need to select a numbering series for a new purchase order.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Get New Receipts
Tool to retrieve receipts waiting to be issued. use after confirming fiscal printer availability; fetch pending receipts and mark them with setorderreceipt.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Get Order Extra Fields
Tool to retrieve extra fields defined for orders. use before fetching orders with include custom extra fields to list available custom order fields.
Task Updated
Triggers when a task is updated in a project.
Get Orders
Tool to download orders from baselinker order manager. use when you need to fetch orders filtered by date, status, or other criteria.
Connect any two apps with Notis in the middle.
Asana and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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