Review warehouse movement before month end
Get a location aware summary that supports reconciliation and planning.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
BoxHero - List Location Transactions
Tool to retrieve the list of transactions in location mode. Use when you need to fetch transaction history with location-based details including in/out/move/adjust operations.
Why this helps
Month end reviews become stressful when warehouse movement has not been summarized.
- Supports month end reconciliation
- Highlights adjustments
- Reduces manual history review
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Boxhero once in Notis.
- 2Create a new automation and name it Monthly location movement review.
- 3Tell Notis to retrieve Boxhero location transactions for the previous month and summarize in, out, move, and adjust activity by location.
- 4Choose a monthly schedule and select where run reports should go.
- 5Test with one real month of data.
Questions about this workflow
Can I limit the review to certain warehouses?
Yes. Provide the warehouse IDs or location criteria in the instruction.
What if I need a comparison?
Supply the comparison period or baseline in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Boxhero. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Boxhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Item
Tool to delete a specific item (barcode) by its ID. Use when you need to remove an item from the inventory.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
BoxHero - Delete Location
Tool to delete a specific warehouse location by its ID. Use when you need to remove a location from the system.
Get Item
Tool to retrieve a specific item (barcode) by ID. Use when you need detailed information about a single item including its attributes, pricing, and inventory quantities.
Get Item Attribute
Tool to retrieve a specific item attribute by ID. Use when you need to get detailed information about an item attribute specification.
Get Location
Tool to retrieve a specific location by ID. Use when you need detailed information about a particular warehouse location including its name, quantity, and notes.
Get Member
Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.
Get Linked Team Info
Tool to get information about the linked team and its mode. Use when you need to retrieve the currently linked team details.
BoxHero - List Basic Transactions
Tool to list basic inventory transactions. Use when you need a high-level overview of in/out/move transactions.
Connect any two apps with Notis in the middle.
0CodeKit and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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