Check Purchase Order Series Monthly
Keep numbering context visible before a new purchasing cycle begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Document series changes can go unnoticed until a team needs to issue the next purchase order.
- Surface series changes early
- Reduce numbering confusion
- Create a repeatable monthly check
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Baselinker once in Notis
- 2Create an automation named Monthly purchase series check
- 3Tell Notis to retrieve Baselinker purchase order series and summarize available options or changes
- 4Choose a monthly Notis schedule and select a report channel
- 5Test with one real run and confirm the review cadence
Questions about this workflow
Does it assign a series to a purchase order?
No. It only retrieves the available series for review.
Can the report compare with a prior baseline?
Only if you provide or store the baseline for Notis to use.
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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