Issue invoices from AgencyZoom service requests
Move an invoice request into BaseLinker with the order and numbering details included up front.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Invoice
Issues an invoice for an existing order using a numbering series.
Why this helps
Invoice requests can sit in a queue while someone tracks down order and numbering details.
- Start invoice handling from a service request.
- Use the existing order and invoice series details supplied in the request.
- Surface missing or invalid details for review.
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 issue an invoice for the existing BaseLinker order referenced by each request using the supplied numbering series, and report missing details.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real request for an order that is ready to invoice.
Questions about this workflow
Can this create an invoice without an existing order?
No. The BaseLinker action issues an invoice for an existing order.
What should the request include?
It should identify the BaseLinker order and the numbering series to use.
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.