Keep inventory documents moving
Get a recurring summary of the inventory documents your team needs to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Inventory Documents
Retrieve inventory documents.
Why this helps
Inventory paperwork can sit unnoticed when the team has to remember to check the document list manually.
- Make inventory document review a regular routine.
- Focus the report using filters you specify.
- Keep follow-up items visible in one report.
Setup
Build it in a few focused steps.
- 1Connect Baselinker once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which inventory documents and filters Notis should retrieve, then ask it to summarize records that need attention.
- 4Choose a recurring schedule and report destination.
- 5Test with one run and confirm the returned documents match your filters.
Questions about this workflow
Can the workflow decide which documents need attention?
State the statuses, types, date range, or other criteria that matter to your process. Notis can summarize returned records against those rules.
Does this confirm draft documents?
No. It retrieves documents and summarizes them. Confirmation is not part of the listed retrieval action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Baselinker. A trigger fires from one place; an action lands in another.
Affinda triggers
Baselinker actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get External Storages List
List connected external storages.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Inventory
Creates or updates a product catalog.
Get Inventory Documents
Retrieve inventory documents.
Add Inventory Category
Creates a category or updates the existing category with the same identifier.
Get Inventory Document Series
Retrieve available inventory document series.
Add Inventory Document
Creates a draft inventory document that requires confirmation before it is confirmed.
Get Inventory Purchase Orders
Retrieve inventory purchase orders.
Add Inventory Manufacturer
Adds a manufacturer or updates the existing one with the same identifier.
Connect any two apps with Notis in the middle.
Affinda and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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