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Notis

Get a recurring inventory snapshot for campaign planning

Have Notis surface the Boxhero inventory details you need on a schedule, ready for your next campaign planning session.

Trigger

Recurring schedule

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

Action

List Items

List inventory items.

Why this helps

Repeatedly checking inventory before campaign planning adds a small but easy-to-forget task to a busy week.

  • Get a recurring view of Boxhero items without remembering to start each check.
  • Review the products or context specified in the automation instruction.
  • Use run reports to keep the inventory review visible.

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 which Boxhero items or campaign planning context to include in the recurring inventory snapshot.
  • 4Pick a recurring schedule trigger and choose where run reports should go.
  • 5Test with one real example and confirm the report includes the expected inventory information.

Questions about this workflow

Does the schedule automatically read campaign details from ActiveTrail?

No ActiveTrail trigger event is available here. Specify the campaign context or products in the instruction, or use a webhook request that supplies them.

Can the snapshot cover every item?

List Items supports pagination. The workflow should summarize only the returned data and make clear if the requested coverage needs additional pages.

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.

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.

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

When this happens · Trigger

Do this · Action

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