Find invoice series during billing activity
Give billing conversations the numbering context they need immediately.
Trigger
New Activity Trigger
Triggered when there is activity in Trello.
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
Billing work slows down when nobody knows which document series applies.
- Reduce billing delays
- Clarify document options
- Improve handoffs
Setup
Build it in a few focused steps.
- 1Connect Trello and Baselinker once.
- 2Create an automation describing the billing context and series details to report.
- 3Pick Trello New Activity Trigger.
- 4Choose a report destination and test with one billing activity.
Questions about this workflow
Which series are returned?
The action retrieves configured invoice and receipt numbering series.
Can it explain the choices?
Yes, ask Notis to summarize the series relevant to the activity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Baselinker. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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 Activity Trigger
Triggered when there is activity in Trello.
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 Board Trigger
Triggered when a board is created in the specified workspace
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 Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Baselinker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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