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Notis

Find BoxHero partner records from project context

Bring partner references into a project review by asking Notis to retrieve the relevant BoxHero supplier or customer records.

Trigger

Webhook received

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

Action

BoxHero - List Partners

List suppliers and customers.

Why this helps

Partner details are often needed mid-project, and searching for them in a separate inventory system interrupts the work at hand.

  • Retrieve BoxHero partner records with optional supplier or customer type filtering.
  • Bring partner references into a project-focused report.
  • Cut down on manual partner searches during coordination.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and BoxHero once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to retrieve BoxHero partner records relevant to the supplied project context and specify supplier or customer type when known.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real project webhook and a known partner context.

Questions about this workflow

Can this identify the right partner from a project name alone?

Only if the available context or BoxHero partner data supports that match. Include a partner name or relevant identifier when possible.

Can it filter by supplier or customer?

The action supports optional type filtering. State the partner type in your instruction when it is known.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Acculynx triggers

Boxhero actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Item

Delete an inventory item by its barcode ID.

ActionInstant

Webhook trigger

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

TriggerInstant

BoxHero - Delete Location

Delete a warehouse location from the system.

ActionInstant

Get Item

Retrieve an item’s details, including its attributes, price and stock quantities.

ActionInstant

Get Item Attribute

Retrieve the details of an item attribute specification.

ActionInstant

Get Location

Retrieve a warehouse location’s details, including its name, quantity and notes.

ActionInstant

Get Member

Retrieve the details of a team member.

ActionInstant

Get Linked Team Info

Retrieve information about the linked team and its mode.

ActionInstant

BoxHero - List Basic Transactions

List basic inventory transactions, including items moved in, out or between locations.

ActionInstant

Connect any two apps with Notis in the middle.

Acculynx and Boxhero, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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