Review location adjustments before they become loose ends
Make adjustment activity easier to notice in your regular operations review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
BoxHero - List Location Transactions
Retrieve location-based transaction history for stock movements and adjustments.
Why this helps
Adjustments can be easy to overlook when inventory history is reviewed only after a question or discrepancy appears.
- Retrieve location-based in, out, move, and adjustment history.
- Surface adjustment activity for an operations review.
- Create a clear list of questions for human follow-up.
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 monthly location adjustment review in one plain-language instruction.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real location and confirm the history supports the intended review.
Questions about this workflow
Does every adjustment indicate a problem?
No. The action returns transaction history; your agency's process determines whether any adjustment needs investigation.
Can this review cover all locations?
The action supports location-mode transaction history. Check the action's available parameters and returned data to confirm the intended coverage.
Can it repair a discrepancy?
No. This workflow identifies history for review and does not change inventory.
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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