See order context when an opportunity changes
Get a quick view of recent Baselinker orders when a Salesforce opportunity changes, so you can prepare your next customer conversation with less searching.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Deal preparation slows down when order history lives in a separate system from the opportunity.
- Review recent order activity alongside a changing opportunity.
- Reduce manual switching between Salesforce and Baselinker.
- Use the returned order details to prepare a relevant follow-up.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Baselinker once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want in plain language.
- 3Choose Salesforce New or Updated Opportunity as the trigger.
- 4Choose where run reports should go, then test with one real opportunity.
Questions about this workflow
Does this automation create or update Baselinker orders?
No. The selected Baselinker action retrieves orders. The automation can summarize returned details alongside the Salesforce opportunity event.
Can it find only orders for the opportunity's customer?
Describe the matching approach in your instruction. The workflow can use customer details present in the trigger or returned data; supply any missing matching information in the instruction.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Baselinker.