Review sales activity alongside inventory transactions
Start the day with sales follow-up context and a concise view of recent inventory movement.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
BoxHero - List Basic Transactions
List basic inventory transactions, including items moved in, out or between locations.
Why this helps
Sales activity and stock movement live in separate places, making it easy to miss inventory context during a busy daily review.
- Bring a high-level view of in and out movements into a scheduled review.
- Keep sales follow-up and inventory context in one report.
- Spot transaction patterns that may deserve a closer look.
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 daily activity and transaction review in one plain-language instruction.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the report includes the intended transaction overview.
Questions about this workflow
Can the schedule report sales metrics from Agencyzoom?
The source description supports sales follow-ups, client records, policy status, and agency performance through natural language, but the report can only use data actually returned to the automation.
What does the Boxhero transaction action provide?
It provides a high-level overview of inventory in, out, and move transactions.
Can the review identify why inventory changed?
It can summarize details present in returned transactions. If a reason or business context is missing, Notis should flag that gap rather than infer it.
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
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.