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Review a customer's order history from a DM

Get the order context you need without opening a separate search screen.

Trigger

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

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

Finding a customer's previous purchases can turn a quick reply into a chain of manual searches.

  • Speeds up replies that need past order context.
  • Keeps the lookup close to the incoming request.
  • Reduces the chance of overlooking a matching order.

Setup

Build it in a few focused steps.

  • 1Connect Slack and Baselinker to Notis once in the portal.
  • 2Create an automation in the portal or tell Notis to search Baselinker orders by email when a Slack DM requests a customer's order history.
  • 3Select the Slack direct message trigger and choose the run-report channel.
  • 4Test with a real DM that includes a customer email.

Questions about this workflow

What does Baselinker search use?

This workflow uses the Baselinker action for searching orders by email.

Will it catch channel messages too?

No. This workflow listens for direct messages to you.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slack to Baselinker. A trigger fires from one place; an action lands in another.

Slack 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

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

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

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

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

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

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

Connect any two apps with Notis in the middle.

Slack and Baselinker, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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