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See receipts waiting to be issued

Get a scheduled summary of receipts waiting for issuance so they do not disappear in a separate sales workflow.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get New Receipts

Retrieve receipts waiting to be issued.

Why this helps

Pending receipts can be overlooked when sales administration competes with content and customer work.

  • Bring pending receipt work into a regular review.
  • Make the queue visible without repeated manual checks.
  • Keep a human in control of issuance decisions.

Setup

Build it in a few focused steps.

  • 1Connect Agility CMS and BaseLinker to Notis once in the portal.
  • 2Create an automation in Automations, New Automation, and instruct Notis to retrieve and summarize receipts waiting to be issued.
  • 3Pick a recurring schedule as the trigger.
  • 4Choose where Notis should send run reports.
  • 5Test with one real run and verify the pending receipts are reported accurately.

Questions about this workflow

Does this issue receipts automatically?

No. This workflow retrieves receipts waiting to be issued and reports them for review.

Are there prerequisites?

The action description says to confirm fiscal printer availability before fetching pending receipts. Follow the relevant BaseLinker setup requirements.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agility cms to Baselinker. A trigger fires from one place; an action lands in another.

Agility cms triggers

Baselinker actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get External Storages List

List connected external storages.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Inventory

Creates or updates a product catalog.

ActionInstant

Get Inventory Documents

Retrieve inventory documents.

ActionInstant

Add Inventory Category

Creates a category or updates the existing category with the same identifier.

ActionInstant

Get Inventory Document Series

Retrieve available inventory document series.

ActionInstant

Add Inventory Document

Creates a draft inventory document that requires confirmation before it is confirmed.

ActionInstant

Get Inventory Purchase Orders

Retrieve inventory purchase orders.

ActionInstant

Add Inventory Manufacturer

Adds a manufacturer or updates the existing one with the same identifier.

ActionInstant

Connect any two apps with Notis in the middle.

Agility cms and Baselinker, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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