Keep inventory movement visible on a schedule
Receive a recurring transaction overview and review it alongside the campaign context in your Notis instruction.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
BoxHero - List Basic Transactions
List basic inventory transactions, including items moved in, out or between locations.
Why this helps
Recent stock movement can be overlooked when campaign planning happens between other founder tasks.
- Get a recurring high-level inventory transaction overview.
- Review in, out, and move activity in one run report.
- Keep manual follow-up focused on the activity that needs attention.
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 list basic Boxhero transactions on the recurring schedule and summarize the returned activity for campaign planning.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real example and confirm the summary reflects the returned transactions.
Questions about this workflow
Does this digest include campaign performance?
No. It summarizes Boxhero transaction data. Campaign performance would need to be supplied separately.
Can it compare this period with a baseline?
Only if the relevant baseline is supplied or available in the returned data. The workflow should identify missing comparison data.
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
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