Bring location transaction history into client follow-up
See relevant stock movement before you send the next client update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
BoxHero - List Location Transactions
Retrieve location-based transaction history for stock movements and adjustments.
Why this helps
A follow-up can require location-level stock context that takes time to gather from another system, especially when several conversations are active.
- Review location-based in, out, move, and adjustment history.
- Prepare a more informed client follow-up.
- Catch missing location context before making a stock claim.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Boxhero once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Describe the client follow-up and location history outcome in one plain-language instruction.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real client follow-up and verify the relevant location history.
Questions about this workflow
Does the workflow trigger when an Agencyzoom client record changes?
No Agencyzoom event triggers are available here. A Notis webhook starts the run when an HTTP request is sent.
How does it find the right Boxhero location?
The request or returned context needs to identify the relevant location. The workflow should not guess a warehouse or location.
Can this action change inventory?
No. It retrieves location transaction history for review and does not change stock.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Boxhero. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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