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Notis

Brief the new task owner with Baselinker context

Make reassignment feel like a handoff, not a restart.

Trigger

Task Assignee Updated

Triggers when an assignee is added to or removed from a task. `changes[]` carries `AssigneeAddChange` and/or `AssigneeRemoveChange` entries. A single event may bundle multiple adds and/or removes — for example when a workflow re-routes a task between two users in one operation.

Action

Get Orders

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

Why this helps

New owners often spend time reconstructing order history from scattered notes.

  • Improves handoff speed
  • Reduces repeated research
  • Makes ownership changes less disruptive

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Baselinker once in the Notis portal.
  • 2Create an automation that retrieves Baselinker order details using the identifier in the reassigned task and summarizes them for the new owner.
  • 3Pick the ClickUp Task Assignee Updated trigger.
  • 4Choose where reports should go.
  • 5Test with one real reassignment.

Questions about this workflow

What if multiple assignees change at once?

Ask Notis to summarize the same order context for the resulting assignee set.

Can it find an order from a customer name alone?

Only if the available Baselinker search supports the detail supplied.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Clickup 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

Folder Created

Triggers when a new Folder is created.

TriggerInstant

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

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

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

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

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

List Created

Triggers when a new List is created.

TriggerInstant

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

List Deleted

Triggers when a List is deleted.

TriggerInstant

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

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

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