Prepare inventory context for new Lists
Start a new process with the right inventory records in view.
Trigger
List Created
Triggers when a new List is created.
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
New process lists often launch before anyone checks the supporting inventory paperwork.
- Speeds process setup
- Surfaces relevant records
- Reduces missing-document follow-up
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Baselinker once in the Notis portal.
- 2Create an automation that retrieves Baselinker inventory documents relevant to the new List's purpose and summarizes them.
- 3Pick the ClickUp List Created trigger.
- 4Choose the report channel.
- 5Test with one new List.
Questions about this workflow
How is relevance determined?
Use the List name, description, warehouse, document type, or date range in your instruction.
Does it create a List template?
No. It retrieves inventory document context.
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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