Keep supplier and customer records visible
Schedule a Boxhero partner list and receive a concise overview for your regular operations review.
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
Partner details can become difficult to review when they are scattered across an inventory system and routine work.
- Review partner records from a recurring report.
- Summarize supplier and customer information returned by Boxhero.
- Reduce the effort of remembering to check partner records.
Setup
Build it in a few focused steps.
- 1Connect Ably and Boxhero once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide its name and prompt.
- 3Tell Notis to list Boxhero partners and summarize the returned supplier and customer details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the returned partner information.
Questions about this workflow
Can the report focus on suppliers or customers?
The partner list supports optional type filtering. State the partner type in your instruction when you want a focused report.
Does this verify partner records are accurate?
It summarizes the records returned by Boxhero. Accuracy checks require criteria supplied by your team.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Boxhero. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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