Keep inventory document numbering options visible
A scheduled reference makes the available inventory document series easier to find when preparing document workflows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Inventory Document Series
Tool to retrieve available inventory document series. use when you need to assign a numbering series to a new inventory document.
Why this helps
Document numbering options are easy to forget, creating unnecessary lookup work when a new inventory document is needed.
- See the available inventory document series.
- Reduce repeat lookup work when preparing a document.
- Use series names returned by the connected Baselinker account.
Setup
Build it in a few focused steps.
- 1Connect Baselinker once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to retrieve inventory document series and summarize the available numbering options.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and confirm the series reference matches Baselinker.
Questions about this workflow
Does this create an inventory document?
No. It retrieves the available document series, which can be used when assigning a series to a new document.
Will the report choose a series for me?
It can summarize the available options. Any rule for which series to use must be provided by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Baselinker. A trigger fires from one place; an action lands in another.
Agent mail triggers
Baselinker actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to retrieve a list of inventory documents. use when you need to fetch inventory records with optional filters for id, type, status, date range, warehouse, or pagination.
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Tool to retrieve available inventory document series. use when you need to assign a numbering series to a new inventory document.
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Tool to retrieve extra fields defined for orders. use before fetching orders with include custom extra fields to list available custom order fields.
Get Orders
Tool to download orders from baselinker order manager. use when you need to fetch orders filtered by date, status, or other criteria.
Connect any two apps with Notis in the middle.
Agent mail and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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