Check a new lead's order history
A new lead may already be a customer. Search Baselinker by email and get the available order context with the lead notification.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
Sales teams can miss that a new lead has already bought from the business when order records sit elsewhere.
- Check for prior orders as soon as a lead is created.
- Give lead review useful customer context in one report.
- Spend less time searching order records manually.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Baselinker once in the Notis portal.
- 2Create an automation by describing the lead and order history outcome in plain language.
- 3Choose Salesforce New Lead Trigger as the trigger.
- 4Choose a report destination and test with one real lead that has an email.
Questions about this workflow
What does the Baselinker step search with?
It uses the Get Orders by Email action. The lead needs an email address available for a meaningful search.
Will it change the lead or order?
No. This action retrieves matching orders. It does not update Salesforce or Baselinker records.
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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