Enrich new Outlook contacts with order history
Turn a new contact record into useful customer context.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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
Contacts get added without knowing whether they already have a purchasing history.
- Identify existing customers quickly
- Reduce duplicate discovery work
- Improve handoff quality
Setup
Build it in a few focused steps.
- 1Connect Outlook and Baselinker once in the Notis portal.
- 2Create an automation and describe the contact enrichment summary.
- 3Pick New Contact Added as the trigger.
- 4Choose a report channel and test with one real contact.
Questions about this workflow
What identifier is used?
The workflow searches Baselinker by the new contact email address.
Can it create a Baselinker customer?
No. The allowed action retrieves matching orders for analysis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Baselinker. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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