Schedule supplier document checks against Boxhero partners
See which suppliers named in your document inputs are already listed in Boxhero and which names need review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
BoxHero - List Partners
List suppliers and customers.
Why this helps
Supplier names and aliases can drift across paperwork, leaving duplicate or unverified records harder to spot.
- Review supplier names against the current Boxhero partner list.
- Flag names that may be new or use an unfamiliar alias.
- Keep periodic partner checks easy to scan.
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 supplier documents or extracted records to review, then ask Notis to list Boxhero supplier partners and report unresolved names or likely matches.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real supplier document set.
Questions about this workflow
Does the workflow create new partner records?
No. The available Boxhero action lists partners and does not create or edit them.
Does Affinda automatically notify Notis when new documents arrive?
No Affinda trigger events are listed here. This scheduled workflow depends on the document source or extracted records you provide.
What if an invoice uses a supplier alias?
The report can flag likely or uncertain matches. Supply known aliases if you want Notis to use them during comparison.
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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