Bring Baselinker order context into deal stage changes
A deal moves forward or needs attention. Notis can retrieve relevant Baselinker orders so your next action reflects known order activity.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Deal updates can trigger follow-up without the order context that helps your team choose the right next step.
- Review customer order activity during pipeline changes
- Add practical context to the next sales step
- Reduce manual checking across apps
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 add its name and prompt.
- 3Tell Notis to retrieve relevant Baselinker orders using identifying details available from the deal event and summarize the context.
- 4Select HubSpot Deal Stage Updated as the trigger and choose where run reports go.
- 5Test with one real deal stage change and check that the report uses the intended customer identifier.
Questions about this workflow
Can Notis look up orders if the deal event lacks an email?
The event payload fields are not specified here. The instruction needs a usable identifier, such as a customer email, before an order lookup can be made reliably.
Does the workflow advance the deal or order?
No. The Baselinker action retrieves orders, and the workflow reports context.
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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