Skip to content
Notis

Make BoxHero team roles easier to find during handoffs

A current team directory gives project conversations a simple reference for who is in the BoxHero team and what roles they hold.

Trigger

Recurring schedule

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

Action

List Team Members

List team members and their roles.

Why this helps

A handoff can slow down when people need to search for the right inventory teammate or confirm team roles across tools.

  • Review team members and roles returned by BoxHero.
  • Keep handoff references in a scheduled report.
  • Reduce repeated searches for who is on the inventory team.

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 list BoxHero team members and roles, then format the returned information as a compact handoff directory.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real run and confirm the directory reflects the returned team data.

Questions about this workflow

Does this assign project tasks to members?

No. The selected BoxHero action lists members and roles. It does not assign work.

Will it include contact details?

Only details returned by the BoxHero action will appear. The workflow should not infer missing member information.

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

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.