Turn Notes into Order Data Follow-Up
Convert a quick sales note into a clear request for the order information you need.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
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.
Why this helps
Important context stays buried in notes while useful order fields remain undiscovered.
- Discover available order attributes
- Make follow-up requests specific
- Reduce repeated system exploration
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Baselinker once in Notis
- 2Create an automation named Note order fields context
- 3Tell Notis to retrieve Baselinker order extra fields and recommend which ones address the new note
- 4Pick the Pipedrive New Note Received trigger and choose a report channel
- 5Test with one real note describing an order question
Questions about this workflow
Will it invent fields that do not exist?
No. The report should only reference fields returned by Baselinker.
Can the note text guide the recommendation?
Yes. Include the note content in the plain language 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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