Audit Document Series Monthly
Keep invoice and receipt numbering visible without another spreadsheet check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Series configuration can drift while teams focus on daily sales and fulfillment.
- Spot numbering changes
- Create a repeatable admin check
- Reduce surprises during document issuance
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Baselinker once in Notis
- 2Create an automation named Monthly document series audit
- 3Tell Notis to retrieve Baselinker invoice and receipt series and summarize notable configuration details
- 4Choose a monthly Notis schedule and select a report channel
- 5Test with one real run and confirm the report covers the needed series
Questions about this workflow
Can Notis compare against last month?
Yes, if you provide or retain a prior baseline for comparison.
Does this issue invoices or receipts?
No. It only retrieves series configurations.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Baselinker. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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