Check recent orders for each new HubSpot contact
Get a quick view of recent Baselinker orders as new contacts enter HubSpot, without manually switching apps.
Trigger
Contact Created Trigger
Contact Created Trigger
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
A contact record alone may not tell you that a customer recently placed an order, leaving follow-up out of context.
- Review recent orders alongside new contact activity
- Catch active customers before sending generic outreach
- Get a concise summary in your chosen report channel
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Baselinker once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3In one instruction, ask Notis to retrieve recent Baselinker orders and summarize relevant customer context for a new contact.
- 4Select HubSpot Contact Created as the trigger and choose a report channel.
- 5Test with one real contact and confirm the report includes only useful order details.
Questions about this workflow
Can the lookup be limited to a date range?
The Get Orders action supports date filters. State the intended recency window in your instruction; the available event context does not define a default window.
Does this match orders to the contact automatically?
The trigger provides a new contact event, but this package does not specify its payload fields. Ensure the email or another usable search criterion is available to Notis.
Does this change order status?
No. Get Orders retrieves orders for review.
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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