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Notis

Review Boxhero team members against access documents

Get a regular view of who is listed in Boxhero alongside the access details found in your supplied documents.

Trigger

Recurring schedule

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

Action

List Team Members

List team members and their roles.

Why this helps

Keeping team access records aligned with onboarding and offboarding paperwork takes repeated manual checks.

  • Review the current Boxhero member list alongside document details.
  • Flag names that appear missing or inconsistent.
  • Make periodic access reviews easier to scan and assign.

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.
  • 3Specify the access or onboarding documents or extracted records to review, list Boxhero team members, and ask Notis to report possible mismatches without changing access.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real document set and confirm the comparison.

Questions about this workflow

Does this change member access in Boxhero?

No. The selected action lists members and reports potential differences.

Can it determine whether someone should have access?

Only if you supply the relevant policy or expected member list. The member list and documents alone do not establish authorization.

How are documents provided to Affinda?

Specify an accessible document source or provide extracted records for the scheduled review. No Affinda trigger is available here.

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.

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.

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

When this happens · Trigger

Do this · Action

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