Look up the customer's Baselinker orders as a deal moves
When the pipeline changes, Notis can check Baselinker for orders tied to the customer's email and report the matches for follow-up.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Sales teams can lose time checking whether a customer has an order before responding to a deal update.
- See associated orders during a pipeline transition
- Avoid repeating manual email searches
- Give sales a customer-specific follow-up summary
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Baselinker once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3Tell Notis to search Baselinker orders by the customer email available in the deal context and summarize matches.
- 4Choose HubSpot Deal Stage Updated as the trigger and select a report channel.
- 5Test with one real deal that has a customer email.
Questions about this workflow
What happens if no email is available in the deal context?
The lookup cannot run by email. Ask Notis to report that the identifying email was unavailable.
Will this find orders under another email address?
No. Get Orders by Email searches using the supplied address. Other addresses need to be supplied or checked separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Baselinker. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
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.
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.
Hubspot and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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