Keep purchase order numbering options handy
Make the available purchase order series easy to look up with a small recurring reference report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
When a purchase order needs a numbering series, searching for the available options interrupts the task at hand.
- Retrieve available purchase order series.
- Make numbering options easier to locate.
- Keep the reference grounded in the connected Baselinker data.
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 purchase order document series and summarize the available options.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and check the options against Baselinker.
Questions about this workflow
Does this create a purchase order?
No. It lists purchase order document series that may be selected when a new purchase order is created.
Can it decide which series applies to a supplier?
Only if you provide a rule for that choice. The action returns available series, not supplier-specific policy.
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
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