Keep partner context ready for inventory reviews
Get a fresh supplier and customer directory on a cadence that fits your deal work.
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
Partner details can be scattered when a deal or inventory question needs supplier context quickly.
- Retrieve partner records on a regular cadence.
- Review suppliers and customers with the relevant deal context.
- Reduce time spent requesting the same partner list.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Boxhero once in the Notis portal.
- 2Create an automation and describe the partner list and review context needed.
- 3Choose notis_cron and set the schedule.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
Can I limit the list to suppliers or customers?
Specify the partner type in your instruction; the Boxhero action supports optional type filtering.
Does this sync partner records into Affinity?
No. It retrieves Boxhero partner information for a review report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Boxhero. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boxhero.