Keep purchase order numbering options ready for replenishment
Know which purchase order series are available before a replenishment request needs a draft.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Inventory Purchase Order Series
Retrieve available purchase order document series.
Why this helps
Creating a purchase order can stall when the right numbering series is unknown.
- Retrieve available purchase order series.
- Keep numbering options visible ahead of replenishment work.
- Identify when a person needs to select or confirm the correct series.
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 purchase order series on a schedule and summarize the options relevant to the AgencyZoom replenishment context you provide.
- 4Choose notis_cron as the trigger and set the schedule, then choose where run reports should go.
- 5Test with one real replenishment scenario and verify the series information is clear.
Questions about this workflow
Does this create a purchase order?
No. It retrieves available purchase order series so they can be reviewed or selected for a later order.
Can it choose the series automatically?
Provide the selection rule if you want Notis to identify a likely series; review the choice before using it.
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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