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Notis

Check invoice series context after sending

Keep document references aligned with the series your operation actually uses.

Trigger

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

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

Follow up emails can cite the wrong document series when several stores or entities are involved.

  • Reduce numbering confusion
  • Support multi entity operations
  • Create a quick post send verification

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Baselinker once in the Notis portal.
  • 2Create an automation and describe the numbering context check for sent messages.
  • 3Pick New Sent Message as the trigger.
  • 4Choose a report channel and test with one real message.

Questions about this workflow

What does the series lookup provide?

It retrieves configured invoice and receipt numbering series from Baselinker.

Will it change numbering settings?

No. This workflow only retrieves series configuration.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Outlook 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 Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

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

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

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

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

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

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

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

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

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

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.

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

When this happens · Trigger

Do this · Action

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