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Create a document series brief on demand

Give your internal tools a simple way to request current Baselinker numbering context.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Teams lose time searching for the right invoice or receipt series before preparing documents.

  • Answer numbering questions quickly
  • Keep configuration context current
  • Support internal workflow requests

Setup

Build it in a few focused steps.

  • 1Connect Baselinker in the Notis portal.
  • 2Create an automation that retrieves Baselinker invoice and receipt series and summarizes the options named in the webhook payload.
  • 3Choose a Notis webhook as the trigger.
  • 4Choose where run reports go and test it with one real webhook request.

Questions about this workflow

What should the webhook include?

Include a clear request and any verified context such as document type, warehouse, or team.

Can the workflow issue documents?

No. It only retrieves series configuration and returns a brief.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zoom 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

Daily Usage Report Changed

Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed

TriggerPolling

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

Meeting Details Changed

Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates

TriggerPolling

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

Meeting Recording Changed

Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files

TriggerPolling

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

Meeting Summary Created or Updated

Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting

TriggerPolling

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 Cloud Recording

Triggers when a new cloud recording meeting instance appears for a user.

TriggerPolling

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

New Meeting Created

Triggers when a new Zoom meeting is created for a user.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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