Find Supplier and Customer Records from a WhatsApp Request
Turn a partner question in WhatsApp into a Boxhero supplier or customer lookup, keeping relevant relationship details close by.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Partner details often require a separate search just when a conversation needs a quick, informed response.
- Retrieve Boxhero supplier or customer partner information.
- Use optional partner type filtering to focus the lookup.
- Reduce context switching during partner conversations.
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 partner records relevant to the incoming supplier or customer question.
- 4Choose a webhook trigger for the automation.
- 5Choose a report channel, then test with one real partner request.
Questions about this workflow
Can this find a partner by type?
The list action supports optional type filtering and pagination. Ask Notis to focus on suppliers or customers as appropriate.
Does this update partner records?
No. List Partners retrieves partner information and does not change records.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boxhero.