Keep Boxhero Partner Records in View
Bring supplier and customer partner records into a regular review so you can revisit the relationships connected to inventory work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
BoxHero - List Partners
Tool to list partners (suppliers and customers). Use when retrieving partner information with optional type filtering and pagination.
Why this helps
Supplier and customer details are easy to leave unchecked when a partner review competes with daily operations.
- Review Boxhero partners as part of a recurring operations routine.
- Summarize partner information returned by the list action.
- Reduce manual checks for supplier and customer records.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Boxhero once in the Notis portal.
- 2Create an automation in Notis with a name and prompt.
- 3Tell Notis to retrieve Boxhero partners for the supplier or customer review you want and summarize relevant details.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Can the partner list be limited to suppliers or customers?
The action supports optional type filtering and pagination. Specify the partner type in your prompt and review the returned scope.
Can Notis identify outdated partner records?
It can summarize retrieved partner information. An outdated status requires a freshness rule or expected data supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Boxhero. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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