Check invoice suppliers against your Boxhero partner list
See whether the supplier named on an invoice appears in Boxhero's supplier records, with uncertain matches called out.
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
Supplier names can vary across invoices, creating extra manual work when checking whether a partner is already recorded.
- Check invoice supplier names against Boxhero's supplier list.
- Call out missing or uncertain partner matches.
- Reduce duplicate manual checks during invoice review.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Boxhero once in the Notis portal.
- 2Create an automation in plain language from any channel or in Automations, New Automation.
- 3Ask Notis to extract each invoice's supplier name with Affinda, list Boxhero partners filtered to suppliers, and report likely matches and unresolved names.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real supplier invoice.
Questions about this workflow
Does this add a supplier to Boxhero?
No. The available action lists partners. It does not create or edit partner records.
Can it check customers too?
This workflow is configured to review suppliers named on invoices. The Boxhero partner list supports optional type filtering, but this workflow focuses on suppliers.
What if a supplier uses several trading names?
The report can show an uncertain match for manual review. Reliable matching may need a known alias or identifier in the document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Boxhero. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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