Issue invoices for sales cleared in Agiled
Move invoice-ready sales forward while keeping missing order or numbering details visible.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Invoice
Issues an invoice for an existing order using a numbering series.
Why this helps
Invoice-ready work can sit in a queue because someone must check approval, find the order, and issue the invoice manually.
- Reduce manual checking of invoice-ready sales.
- Keep invoicing tied to an existing BaseLinker order.
- Report missing order or numbering information for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agiled and BaseLinker once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to find Agiled sales explicitly marked ready for invoicing, locate each corresponding BaseLinker order, and issue an invoice only when required details are present.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real invoice-ready sale and verify the invoice and report.
Questions about this workflow
Does the workflow decide whether a sale is approved?
It should rely on an explicit approval or invoice-ready signal present in Agiled. If that signal is not available, the automation needs the user to supply the rule.
What does it need to issue an invoice?
It needs a corresponding BaseLinker order and the required invoice numbering details, including an available series. Missing prerequisites should be reported.
Will it issue invoices for every sale it finds?
No. The instruction should limit issuance to sales explicitly marked ready for invoicing and prevent repeat processing of the same sale.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Baselinker. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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