Brief Sales on Current Order Status
Know whether an account is waiting, processing, or fulfilled before you plan the next step.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
Teams lose time asking operations for order status during active sales conversations.
- Surface open orders quickly
- Coordinate sales and operations
- Prepare account reviews with current data
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Baselinker once in Notis
- 2Create an automation named Deal order status brief
- 3Tell Notis to retrieve related Baselinker orders and summarize statuses, dates, and totals
- 4Pick the Pipedrive New Deal Received trigger and choose a report channel
- 5Test with one real deal tied to an existing customer
Questions about this workflow
Can Notis identify the customer automatically?
It can use details present in the deal, such as email or organization name.
Can I limit the time range?
Yes. Include the desired date range in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Baselinker. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Note Received Trigger
Triggered when a new note is created in Pipedrive
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 Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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