Give open Baselinker orders a HubSpot follow-up path
Have Notis check open orders on a schedule and put qualifying orders into HubSpot as deals, using criteria you describe.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create batch of deals
Creates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
Why this helps
Open orders that need attention can be easy to overlook when order status and sales follow-up live in separate places.
- Surface qualifying open orders for sales follow-up.
- Review orders on a recurring schedule without manual list checks.
- Use your own criteria for which orders should become deals.
Setup
Build it in a few focused steps.
- 1Connect Baselinker and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to review open Baselinker orders and create a HubSpot deal for orders that meet your stated follow-up criteria.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real open order and confirm the result in HubSpot.
Questions about this workflow
Can Notis know which open orders need follow-up?
Only if you describe the criteria and the needed order information is available from Baselinker. The instruction can use information returned by the app.
Will the schedule create duplicates?
Ask Notis to check for an existing matching deal before creating one, using an identifier available in your data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baselinker to Hubspot. A trigger fires from one place; an action lands in another.
Baselinker triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Baselinker and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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