Clarify order status references after a task
When a task is marked complete, give the run report Baselinker's status list to help interpret any order status references in the task context.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Get Order Status List
Tool to retrieve a list of order statuses created in the baselinker order manager. use when you need to map status ids to human-readable names.
Why this helps
A completed task can mention an order status without making the corresponding Baselinker status label easy to check.
- Retrieve Baselinker status labels alongside a completed task.
- Make status references easier to interpret during follow-up.
- Keep the task completion context and status lookup in one report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Baselinker once in the Notis portal.
- 2Create an automation and describe how to present task context with Baselinker status names.
- 3Choose Salesforce Task Created or Completed as the trigger.
- 4Choose a report destination and test with one real completed task.
Questions about this workflow
Does this change an order's status?
No. Get Order Status List retrieves available status names and ids; it does not update orders.
Can it identify which status applies to a particular order?
The status list provides labels and ids. The automation needs a status id in the task context or another returned record to identify a specific status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Baselinker. A trigger fires from one place; an action lands in another.
Salesforce 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.
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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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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