Make sales exceptions easier to resolve
Collect the order facts and the issue in one place before choosing what to do next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Why this helps
Exceptions interrupt planned work and often require a slow search for order context before a decision can be made.
- Start when an exception is reported
- Keep issue and order context together
- Make missing details visible
Setup
Build it in a few focused steps.
- 1Connect Baselinker and Gmail once in the Notis portal.
- 2Create an automation named Sales exception summary.
- 3Tell Notis to review the order identified in the request, summarize the available facts related to the exception, and list unresolved questions in Gmail.
- 4Pick a webhook trigger, choose where run reports go, and test with one real example.
Questions about this workflow
Can Notis decide the exception outcome?
It can summarize available information. State any decision criteria you want considered, and review the result before acting.
What if the request lacks an order reference?
Ask Notis to flag the missing reference so the request can be completed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baselinker to Gmail. A trigger fires from one place; an action lands in another.
Baselinker triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Baselinker and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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