Find inventory items behind a client stock question
Turn a client question into a focused inventory search and review the matching items.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Items
List inventory items.
Why this helps
A stock question can get lost while someone switches systems and searches a catalog without the original client context.
- List items using available search scope and location filters.
- Summarize matches using returned item data.
- Call out ambiguous matches for human confirmation.
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 question and item search outcome in one plain-language instruction.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real stock question and confirm the matching items before replying.
Questions about this workflow
Can this guarantee a correct item match from a vague question?
No. Provide identifying context or review matches before replying. The workflow should surface ambiguity instead of guessing.
Can the item list be narrowed by location?
Yes, the listing action supports optional location filtering when there is a valid location context.
Will it update the client record?
No. This workflow retrieves item information for a person to use in follow-up.
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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