Make customer order lookups a one step handoff
When another system sends a customer email to Notis, retrieve the Baselinker orders linked to that address and make the history easier to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Customer requests can wait while the team copies an email into Baselinker and manually gathers the order history.
- Start a lookup from another system's request
- Keep customer order history close to the follow-up
- Cut out repetitive email searches
Setup
Build it in a few focused steps.
- 1Connect Baselinker once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe that the incoming request includes a customer email and orders should be summarized for follow-up.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test with one real request containing a customer email.
Questions about this workflow
What if the request does not include an email?
Get Orders by Email needs a customer email to search. Notis can report that the request is missing this detail.
Does the lookup change customer or order records?
No. It retrieves orders linked to the email address and summarizes them.
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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