Keep prospect research beside your BoxHero partners
Send a prospect from Aeroleads and let Notis check whether BoxHero already lists them as a supplier or customer.
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
Prospect research gets lost between lead tools and inventory operations, while duplicate partner records create cleanup work.
- Spot existing partner records before acting on a new lead.
- Keep lead qualification and partner review in one workflow.
- Avoid creating records without a human review step.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and BoxHero once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Tell Notis to use the incoming Aeroleads prospect details to search BoxHero partners and report likely matches without creating or changing records.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect and review the matches.
Questions about this workflow
Does this create a BoxHero partner?
No. The listed BoxHero action only retrieves partners. Notis can report likely matches for you to review.
What starts this workflow?
An HTTP request to the Notis webhook starts it. Aeroleads has no listed native trigger event.
Can it determine whether a lead is a supplier or customer?
It can compare against BoxHero's partner list. The outcome depends on the details returned and any context you include in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Boxhero. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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