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Add inventory document context to attached task work

An attachment can signal that inventory work needs attention. Bring Baselinker inventory documents into the review while the task is already in view.

Trigger

Attachment Added to Task

Triggers when an attachment is added to a task.

Action

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.

Why this helps

A file attached to a task can lead to a separate search for inventory records and slow down the next decision.

  • Pair task attachments with inventory document context
  • Reduce separate system searches
  • Help the team review operational records sooner

Setup

Build it in a few focused steps.

  • 1Connect Asana and Baselinker once in the Notis portal.
  • 2Create an automation in the portal or tell Notis in plain language from any channel.
  • 3Describe which attached task should prompt an inventory document lookup and summary.
  • 4Pick the Asana Attachment Added to Task trigger and choose where run reports should go.
  • 5Test by adding one real attachment to a relevant task.

Questions about this workflow

Does the attachment itself get uploaded to Baselinker?

No. The listed action retrieves inventory documents; it does not upload attachments.

Can documents be filtered to a warehouse or date range?

Get Inventory Documents supports optional filters including warehouse and date range. State relevant criteria in the instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Asana 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

Tool to retrieve a list of available external storages connected to baselinker. use after authenticating to discover connected shops or warehouses.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

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.

ActionInstant

New Comment on Task

Triggers when a comment is added to a task in a project.

TriggerInstant

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.

ActionInstant

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

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.

ActionInstant

Task Moved to Section

Triggers when a task is moved to a section in a project.

TriggerInstant

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.

ActionInstant

Tag Added to Task

Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.

TriggerInstant

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.

ActionInstant

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

Get Orders

Tool to download orders from baselinker order manager. use when you need to fetch orders filtered by date, status, or other criteria.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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