Review partner details for campaign planning
Bring supplier or customer context into a campaign planning report with a Boxhero partner lookup.
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 can sit apart from campaign planning, making routine supplier and customer checks take longer.
- Retrieve partner information from Boxhero.
- Use optional partner type filtering where supported.
- Keep partner context close to the campaign request.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Boxhero once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve relevant Boxhero partner information for the supplier or customer context in a campaign request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request specifying the partner context to review.
Questions about this workflow
Which partner information can this action retrieve?
List Partners retrieves supplier and customer partner information, with optional type filtering and pagination.
Does it create or update partner records?
No. This action retrieves partner information for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Boxhero. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Boxhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Item
Delete an inventory item by its barcode ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
BoxHero - Delete Location
Delete a warehouse location from the system.
Get Item
Retrieve an item’s details, including its attributes, price and stock quantities.
Get Item Attribute
Retrieve the details of an item attribute specification.
Get Location
Retrieve a warehouse location’s details, including its name, quantity and notes.
Get Member
Retrieve the details of a team member.
Get Linked Team Info
Retrieve information about the linked team and its mode.
BoxHero - List Basic Transactions
List basic inventory transactions, including items moved in, out or between locations.
Connect any two apps with Notis in the middle.
ActiveTrail 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.