See a new contact's Baselinker order history
A new lead or customer appears in HubSpot. Notis checks Baselinker for orders linked to their email so you can follow up with context.
Trigger
Contact Created Trigger
Contact Created Trigger
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
You have to leave HubSpot and search a separate order system just to learn whether a new contact has bought from you before.
- See whether a new contact has existing orders
- Reduce app switching during lead follow-up
- Surface matching orders in a run report
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Baselinker once in the Notis portal.
- 2Create an automation in Automations, New Automation, then give it a name and prompt.
- 3Tell Notis to search Baselinker for orders matching the new HubSpot contact's email and summarize any matches.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact that has an email address.
Questions about this workflow
Does this create or change Baselinker orders?
No. The selected Baselinker action retrieves orders by email, so this workflow is for lookup and reporting.
What if the contact has no email address?
Notis cannot use the email lookup without an address. Ask it to report that the lookup was skipped.
Will it find every possible customer record?
It finds orders Baselinker associates with the supplied email address. It cannot identify records attached only to a different address.
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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