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Check storage options when a monitored record changes

When a monitored Salesforce record changes, retrieve Baselinker's accessible storages to give storage-related review a useful reference.

Trigger

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.

Action

Get Storages List

Tool to download a list of available storages accessible via api. use when you need to discover storage endpoints and capabilities before performing storage-specific operations.

Why this helps

A record change can raise a storage question that requires a separate Baselinker lookup and interrupts review.

  • Retrieve accessible Baselinker storage endpoints with a monitored record change.
  • Give storage-related triage a current reference list.
  • Reduce manual lookups during record review.

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Baselinker once in the Notis portal.
  • 2Create an automation and describe which monitored record changes should include storage context.
  • 3Choose Salesforce Record Updated (Generic SObject) as the trigger and select the SObject and returned values there.
  • 4Choose a report destination and test with one real monitored record change.

Questions about this workflow

Can the Salesforce trigger monitor any SObject?

The event supports any Salesforce SObject. The user specifies the SObject type and which field values should be returned in the payload.

Does the Baselinker step select or modify a storage?

No. Get Storages List retrieves available API storages so they can be reviewed.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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.

ActionInstant

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.

TriggerPolling

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.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

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.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

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.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Get Orders

Tool to download orders from baselinker order manager. use when you need to fetch orders filtered by date, status, or other criteria.

ActionInstant

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When this happens · Trigger

Do this · Action

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