Keep Baselinker document series visible in deal reviews
If your team needs to understand available invoice or receipt series, Notis can retrieve the Baselinker configurations when a deal moves.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
People may need to leave a deal review to find out which invoice or receipt numbering series are configured.
- See available document numbering series in a report
- Reduce interruptions during deal review
- Keep configuration context near the triggering event
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Baselinker once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it with a clear prompt.
- 3Tell Notis to retrieve Baselinker invoice and receipt series and summarize the available configurations after a deal stage update.
- 4Choose HubSpot Deal Stage Updated as the trigger and set a report destination.
- 5Test with one real deal update and confirm the series summary is useful.
Questions about this workflow
Does this issue an invoice or receipt?
No. Get Series retrieves series configurations; it does not issue a document.
Does Baselinker provide a reason to retrieve these series on every deal change?
The trigger is available, but whether series information is useful at every stage depends on your process. State the relevant context in your prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Baselinker. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
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.
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.
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.
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.
Hubspot and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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