Keep invoice and receipt series easy to find
Get a regular reference to the invoice and receipt series available in Baselinker when document preparation comes up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Series
Tool to download invoice/receipt numbering series. use when you need to retrieve all series configurations before issuing documents.
Why this helps
Document preparation slows down when numbering series must be rediscovered during a busy workflow.
- Retrieve available invoice and receipt series configurations.
- Keep numbering options easy to review.
- Reduce interruptions during document preparation.
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 invoice and receipt numbering series and summarize the available configurations.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and verify the report against Baselinker.
Questions about this workflow
Does this issue invoices or receipts?
No. Get Series downloads series configurations; it does not issue documents.
Can it choose the correct series automatically?
It can report the available configurations. Any choice criteria must be supplied in your instruction.
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.
Get External Storages List
Tool to retrieve a list of available external storages connected to baselinker. use after authenticating to discover connected shops or warehouses.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Inventory Documents
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.
New Email Received
Trigger for new emails in an AgentMail inbox
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.
Get Inventory Purchase Orders
Tool to retrieve a list of purchase orders from baselinker storage. use when you need to fetch purchase orders with optional filters like date range, supplier or pagination.
Get Inventory Purchase Order Series
Tool to retrieve a list of purchase order document series. use when you need to select a numbering series for a new purchase order.
Get New Receipts
Tool to retrieve receipts waiting to be issued. use after confirming fiscal printer availability; fetch pending receipts and mark them with setorderreceipt.
Get Order Extra Fields
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
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.