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Notis

Connect Box file questions with customer orders

When someone comments on a file, Notis can look up orders tied to the email available in the comment context and summarize what may need attention.

Trigger

New File Comment Added

Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.

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 question in a document comment can be separated from their purchase history, making it easy to lose context before replying.

  • Bring order history into a comment review.
  • Spot when the comment context does not include a usable email.
  • Prepare a concise summary for a human to respond.

Setup

Build it in a few focused steps.

  • 1Connect Box and Baselinker once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3In one instruction, ask Notis to use any email present in the new comment context to retrieve linked orders and summarize relevant details and missing context.
  • 4Choose Box's New File Comment Added trigger and select where run reports should go.
  • 5Test with one real comment that includes a customer email and review the resulting summary.

Questions about this workflow

Does this automatically reply to the commenter?

No. The available Baselinker action searches orders by email. The workflow prepares context for a person to review.

What if the comment has no email address?

Ask Notis to report that the email is missing and avoid guessing which customer or orders are relevant.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Box 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

Tool to retrieve a list of available external storages connected to baselinker. use after authenticating to discover connected shops or warehouses.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

Collaboration Details Changed

Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.

TriggerPolling

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.

ActionInstant

Comment Changed

Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.

TriggerPolling

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.

ActionInstant

New File Comment Added

Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.

TriggerPolling

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.

ActionInstant

File Metadata Changed

Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.

TriggerPolling

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.

ActionInstant

File Shared Link Changed

Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.

TriggerPolling

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.

ActionInstant

New File Version Uploaded

Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.

TriggerPolling

Get Orders

Tool to download orders from baselinker order manager. use when you need to fetch orders filtered by date, status, or other criteria.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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