Get customer order history from a new Drive file
Add a customer note to Drive and get their Baselinker order history ready for the next reply.
Trigger
File Created
Triggers when a new file is created in Google Drive.
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
Before answering a customer, teams often have to hunt for their email and repeat the same order lookup.
- Bring prior orders into the customer context quickly.
- Reduce repeated manual searches by email.
- Send a concise history summary to the report channel.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Baselinker once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for customer order context.
- 3Tell Notis to read the customer email from each new Drive file, retrieve Baselinker orders for that email, and summarize useful order context.
- 4Pick the Google Drive File Created trigger, choose where run reports go, and test with a real customer note.
Questions about this workflow
What if a file contains more than one email address?
Tell Notis in the instruction which address to use, such as the customer email labeled in the note. If the right address is unclear, the summary should call that out.
Will it send a customer reply?
No. This package retrieves order history and prepares context. It does not send email or modify Baselinker.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Baselinker. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
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.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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.
Google Drive and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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