Match new Outlook leads to Baselinker orders
See the customer history behind every inbound email before you reply.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
New inquiries arrive without the order context needed for a confident response.
- Reduce tab switching during sales replies
- Spot existing customers immediately
- Keep lead handling consistent
Setup
Build it in a few focused steps.
- 1Connect Outlook and Baselinker once in the Notis portal.
- 2Create an automation and describe the customer lookup outcome in one instruction.
- 3Pick New Outlook Message as the trigger.
- 4Choose where run reports should go, then test with one real email.
Questions about this workflow
What does the automation search?
It uses the sender email from the new Outlook message to search Baselinker orders.
Can it draft a reply?
It reports the matching order context; it does not send or modify email.
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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