Prepare Inventory Context for New Zendesk Users
Give operations a head start when a new customer enters support.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
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.
Why this helps
Early customer questions can stall while teams locate inventory records.
- Prepare fulfillment context
- Reduce follow up work
- Improve first response readiness
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Baselinker once.
- 2Create an automation.
- 3Instruct Notis to retrieve relevant Baselinker inventory documents for each new Zendesk user and summarize useful fulfillment context.
- 4Select New User Created as the trigger.
- 5Choose a report channel and test with one user.
Questions about this workflow
What makes an inventory document relevant?
Notis uses the available user and order context; if none is sufficient, it reports that more information is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Baselinker. A trigger fires from one place; an action lands in another.
Zendesk 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.
New User Created
Triggered when a new user is created in Zendesk.
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.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
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.
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.
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.
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.
Zendesk and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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