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Check inventory document series for a new procedure

Give new inventory procedures a current reference to the document series Baselinker provides.

Trigger

File Created

Triggers when a new file is created in Google Drive.

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

A procedure may mention a numbering series that staff then have to verify separately in Baselinker.

  • Retrieve available inventory document series.
  • Compare a procedure's reference with the current list.
  • Reduce interruptions during procedure review.

Setup

Build it in a few focused steps.

  • 1Connect Google Drive and Baselinker once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for inventory series reference.
  • 3Tell Notis to retrieve Baselinker's inventory document series when a new inventory procedure is created and summarize the available series next to references in the note.
  • 4Pick the Google Drive File Created trigger, choose a report channel, and test with one real procedure note.

Questions about this workflow

Does the action issue an inventory document?

No. It retrieves the available numbering series so the team can refer to them.

What if the procedure does not name a series?

Notis can return the available series as a general reference and note that the procedure did not specify one.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Drive 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

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

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

File Created

Triggers when a new file is created in Google Drive.

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

File Deleted or Trashed

Triggers when a file is moved to trash or permanently deleted in Drive.

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

File Shared (Permissions Added)

Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.

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

File Updated

Triggers when a file's metadata or content changes in Google Drive.

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

Google Drive Changes

Triggers when changes are detected in a Google Drive.

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

When this happens · Trigger

Do this · Action

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