Get a scheduled inventory document review
Receive a focused recurring summary of Baselinker inventory documents, with the date range or other supported filters you request.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Inventory document checks can slip when they rely on remembering to search Baselinker manually.
- Make inventory document review routine.
- Focus the retrieval with supported filters such as date, status, type, or warehouse.
- Receive a summary without manually opening the storage each time.
Setup
Build it in a few focused steps.
- 1Connect Baselinker once in the Notis portal.
- 2Create an automation and describe the inventory document review and any supported filters.
- 3Choose a recurring schedule as the trigger.
- 4Choose a report destination and test with one real schedule run.
Questions about this workflow
What filters can the inventory document action use?
It supports optional filters for id, type, status, date range, warehouse, and pagination.
Can the automation issue or edit an inventory document?
No. This action retrieves a list of inventory documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Baselinker. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Baselinker.