Safeguard customer history after deletion
Clean up old documents while keeping a clear view of customer orders that still matter.
Trigger
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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
Deleting a customer workspace can remove the cues needed to find related order history later.
- Preserve useful account context
- Find related orders quickly
- Support safer workspace cleanup
Setup
Build it in a few focused steps.
- 1Connect Coda and Baselinker in Notis.
- 2Create the customer history safeguard automation.
- 3Tell Notis where customer emails are supplied and how to summarize matching Baselinker orders.
- 4Pick the Coda Document Deleted trigger.
- 5Choose the report channel and test with one deletion event.
Questions about this workflow
What if several emails are involved?
List the emails in the instruction or provide them through the event context.
Does it save the history back to Coda?
No. It reports the retrieved history for your chosen channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Baselinker. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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 Coda Document Trigger
Triggers when a new Coda document is created.
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 Coda Page Trigger
Triggers when a new page is added to a Coda document.
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.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
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.
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.
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.
Coda and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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