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Review order records alongside new requests

Bring order records into view when an incoming request needs a closer look.

Trigger

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

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

Order questions can sit while you switch between messages and order records to piece together what needs attention.

  • Use an incoming email as a prompt to review Baselinker order data.
  • Summarize retrieved order records to help decide what needs attention.
  • Reduce context switching during customer follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Gmail and Baselinker once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis which incoming requests merit an order review and ask it to retrieve and summarize relevant Baselinker orders using the available order criteria.
  • 4Choose the New Gmail Message Received trigger and select where run reports should go.
  • 5Test with one real request and review whether the returned order context is useful.

Questions about this workflow

Can this guarantee the retrieved order matches the email?

Only if enough identifying details or suitable criteria are available. Tell Notis what to use, and review results when a message lacks a clear order reference.

Can I specify an order date range?

Get Orders supports filters such as date and status. Include the criteria you want in your instruction when those details are known.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Gmail 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

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

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

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

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

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

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

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

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.

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

When this happens · Trigger

Do this · Action

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