See prospect interest alongside inventory movement
Pair lead research with a high-level view of inventory in, out, and moves to make planning conversations easier.
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
Lead interest and stock movement sit in separate tools, making it harder to prepare for sales and inventory discussions.
- Review prospect findings alongside a high-level transaction view.
- Prepare sales and stock discussions with fewer manual lookups.
- Surface questions that need a closer inventory check.
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 summarize Aeroleads prospect findings and BoxHero basic transactions for the requested period, and flag any unavailable dates or quantities.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review period and confirm the transaction summary is useful.
Questions about this workflow
Can this prove that prospect interest caused a stock movement?
No. The listed actions provide prospect and transaction data but no causal link. Treat any relationship as a review prompt, not a conclusion.
Does the action return full transaction detail?
List Basic Transactions is described as a high-level overview of in, out, and move transactions.
Can I request a specific review period?
Include the desired period in your instruction. The available transaction action's exact date filtering depends on its supported inputs.
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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