Discover document series for new inventory Folders
Make numbering decisions visible when a new operational area starts.
Trigger
Folder Created
Triggers when a new Folder is created.
Action
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.
Why this helps
Teams may start a new inventory process without knowing which document series are available.
- Clarifies numbering options
- Improves process setup
- Reduces avoidable document errors
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Baselinker once in the Notis portal.
- 2Create an automation that retrieves Baselinker inventory document series when an inventory Folder is created and summarizes relevant choices.
- 3Pick the ClickUp Folder Created trigger.
- 4Choose the report destination.
- 5Test with one new inventory Folder.
Questions about this workflow
Does it assign a series?
No. It retrieves available series so your team can choose deliberately.
How does it know the Folder is for inventory?
Use the Folder name or description in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Baselinker. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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.
List Created
Triggers when a new List is created.
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.
List Deleted
Triggers when a List is deleted.
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.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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