See available custom order fields with a contact update
When contact details change, retrieve Baselinker's order extra field definitions so you can check which custom order details are available.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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
Custom order details can be hard to interpret when their field names are unfamiliar or undocumented in the contact workflow.
- Retrieve available Baselinker order extra field definitions on a contact update.
- Make custom order data easier to discuss and interpret.
- Keep contact change context and field reference 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 the contact update with available order field names.
- 3Choose Salesforce Contact Updated as the trigger.
- 4Choose a report destination and test with one real contact update.
Questions about this workflow
Does this action return the values for a specific order?
No. Get Order Extra Fields retrieves extra fields defined for orders. It is a reference lookup, not an order fetch.
Can I use it before requesting orders with custom fields?
Yes. The action is intended to list available custom order fields before fetching orders that include them.
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.
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.
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.
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.
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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