Keep inventory document activity visible to agency operations
Review inventory documents alongside the operational requests that may depend on them.
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 movements can become difficult to trace when operational follow-ups happen elsewhere.
- Retrieve inventory documents with supplied filters.
- Summarize document activity relevant to agency operations.
- Surface records that need human review without assuming business meaning.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and BaseLinker once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to retrieve BaseLinker inventory documents on a schedule using the filters you provide and summarize relevant activity against supplied AgencyZoom context.
- 4Choose notis_cron as the trigger and set the schedule, then choose where run reports should go.
- 5Test with a real date range or warehouse filter and compare the summary to the source records.
Questions about this workflow
Can the workflow inspect any date range or warehouse?
Use filters supported by the action and specify the range or warehouse in the automation instructions.
Does it confirm or change documents?
No. This workflow retrieves inventory documents for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Baselinker. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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