Check customer order history from a new Jira issue
Give your team a faster starting point when a customer issue arrives with an email address.
Trigger
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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
Finding a customer's earlier orders can take a manual search just when a new issue needs a quick response.
- Looks up Baselinker orders using an email present in the issue.
- Summarizes returned order history for quicker triage.
- Calls out when the issue lacks an email to search.
Setup
Build it in a few focused steps.
- 1Connect Jira and Baselinker once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to use the customer email in each new issue to retrieve Baselinker orders and summarize relevant results, or report that no email was available.
- 4Pick the Jira New Issue trigger and select where run reports should go.
- 5Test with one real issue containing a customer email.
Questions about this workflow
Does this search by name or other customer fields?
The selected action searches by email address. Ask Notis to report when no email is available rather than infer one.
Can it place an order or contact the customer?
No. This workflow retrieves orders and summarizes them in a report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Baselinker. A trigger fires from one place; an action lands in another.
Jira 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.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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.
New Project
Triggered when a new project is added in Jira
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.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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.
Jira and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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