Keep inventory team roles visible in agency reviews
Know who is on the Boxhero team as you plan agency follow-ups and operations work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Members
List team members and their roles.
Why this helps
When ownership is unclear, a small inventory question can turn into a round of messages to find the right person.
- Retrieve the team member list and roles.
- Make ownership questions easier to route during a recurring review.
- Spot unclear responsibility details 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 team role 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 returned member list is useful.
Questions about this workflow
Does this show member activity or workload?
The action retrieves team members and their roles. It does not provide activity or workload data.
Can Notis assign inventory tasks to a member?
No assignment action is listed. The workflow can surface role context for a person to use when routing work.
How should unclear roles be handled?
The report can flag missing or ambiguous role information for a human to resolve rather than guessing ownership.
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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