Audit document series quarterly
Keep numbering controls current with a short quarterly review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Series
Tool to download invoice/receipt numbering series. use when you need to retrieve all series configurations before issuing documents.
Why this helps
Series changes can go unnoticed until reconciliation or audit time.
- Detect configuration changes
- Maintain audit readiness
- Reduce reconciliation surprises
Setup
Build it in a few focused steps.
- 1Connect 21risk and Baselinker in Notis.
- 2Create an automation for the quarterly series audit.
- 3Tell Notis to retrieve document series and compare them with your supplied baseline.
- 4Pick a quarterly schedule and report channel.
- 5Test with the current series configuration.
Questions about this workflow
Can this cover invoices and receipts?
Yes. Ask Notis to review both types returned by the series action.
What if the baseline is unavailable?
Notis can still report the current series, but a comparison needs an expected baseline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Baselinker. A trigger fires from one place; an action lands in another.
21risk 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.
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.
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.
21risk and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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