Review pending receipts before service follow-ups
See which receipts are waiting to be issued before you handle the related service work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get New Receipts
Retrieve receipts waiting to be issued.
Why this helps
Pending receipt work can get lost when fiscal tasks and client follow-ups compete for attention.
- Bring pending receipts into a scheduled review.
- Pair receipt work with AgencyZoom context supplied to Notis.
- Create a concise list for a person to verify and handle.
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 pending BaseLinker receipts on a schedule and summarize what needs attention alongside any AgencyZoom service context supplied.
- 4Choose notis_cron as the trigger and set the schedule, then choose where run reports should go.
- 5Test with one real pending receipt review and confirm fiscal printer availability as required.
Questions about this workflow
Will this issue or mark receipts?
No. It retrieves receipts waiting to be issued. Receipt issuance and fiscal printer availability require separate handling.
What starts the review?
A Notis cron schedule starts the review at the cadence you choose.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Baselinker.