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Review Baselinker billing series after process updates

Keep billing references aligned whenever the process documentation changes.

Trigger

Document Updated

Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.

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

Billing series details can drift away from updated invoicing instructions.

  • Recheck billing configuration context
  • Spot unclear invoice or receipt series
  • Reduce setup mistakes during process changes

Setup

Build it in a few focused steps.

  • 1Connect Google Docs and Baselinker in Notis once.
  • 2Create an automation that uses the updated document and asks for a relevant Baselinker series summary.
  • 3Pick Document Updated as the trigger and select the report channel.
  • 4Test with one billing process document update.

Questions about this workflow

What does the action retrieve?

It retrieves invoice and receipt numbering series configurations available in Baselinker.

Can it issue an invoice?

No. This workflow only reviews series information.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Docs 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

New Document Created

Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.

TriggerPolling

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

Document Deleted

Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.

TriggerPolling

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

Document Placeholder Filled

Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.

TriggerPolling

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

Document Search Update

Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.

TriggerPolling

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

Document Structure Changed

Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed

TriggerPolling

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

Document Updated

Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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