Check Boxhero stock during Agencyzoom renewal follow-up
Bring inventory context into a renewal review without switching tools to search for stock manually.
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
Renewal follow-ups can stall when an agent has to leave Agencyzoom, search the inventory system, and piece together whether relevant stock is available.
- Review current item availability alongside a renewal task.
- Surface stock questions before contacting a client.
- Reduce manual context switching between agency and inventory tools.
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 renewal review outcome in one plain-language instruction.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real renewal example and review the returned inventory data.
Questions about this workflow
Does Agencyzoom start this from a built-in event?
No. Agencyzoom has no exposed trigger events in this setup, so the automation starts from a Notis webhook that receives an HTTP request.
Will Notis know which Boxhero items relate to the policy?
Only if the request or available records provide enough context to identify relevant items. Otherwise, the run can return inventory for review without assuming a product relationship.
Does this update Agencyzoom or Boxhero stock?
This workflow lists Boxhero items for review. It does not change policy records or inventory quantities.
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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