Add Boxhero team context to scheduled document reviews
Include the linked Boxhero team's identity and mode in recurring summaries of the inventory documents you provide through Affinda.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Linked Team Info
Retrieve information about the linked team and its mode.
Why this helps
Document summaries can lose useful context when teams work across multiple inventory setups.
- Include the currently linked Boxhero team context in a report.
- Make document summaries easier to interpret across inventory setups.
- Flag when the linked team context is unavailable.
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 Affinda documents or extracted records to summarize and ask Notis to retrieve the linked Boxhero team info and include its mode in the report.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real document set and confirm the team context.
Questions about this workflow
What does the Boxhero team action return?
It retrieves information about the linked team and its mode.
Does this workflow review team members or permissions?
No. It adds linked team context to a document summary. Use a member review workflow if you need a member list.
Does Affinda send documents to this workflow automatically?
No Affinda trigger events are available here. Provide an accessible document source or extracted records for the scheduled review.
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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