Make numbering series easier to find
A current series reference helps the team find the available invoice and receipt numbering configurations when needed.
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
Teams lose time searching for numbering configurations when they are stored away from the conversation or process at hand.
- Keep available series configurations visible
- Reduce repeated searches for numbering details
- Give document work a shared reference
Setup
Build it in a few focused steps.
- 1Connect Baselinker once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe how Notis should retrieve and present available invoice and receipt series.
- 4Pick a Notis schedule and choose where run reports should go.
- 5Test with one real run and verify the series reference.
Questions about this workflow
Does this issue an invoice or receipt?
No. Get Series retrieves numbering series configurations; it does not issue documents.
Can I use this to select a series for a new inventory document?
This workflow retrieves invoice and receipt series. Inventory document series are retrieved by the separate Get Inventory Document Series action.
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.
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.
Attachment Added to Task
Triggers when an attachment is added to a task.
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.
New Comment on Task
Triggers when a comment is added to a task in a project.
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.
New Task Created
Triggers when a new task is created in a project.
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.
Task Moved to Section
Triggers when a task is moved to a section in a project.
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.
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.
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.
Task Updated
Triggers when a task is updated in a project.
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.
Asana and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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