Bring supplier details into your follow-up workflow
Find the supplier context you need without leaving the follow-up task to search another system.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
BoxHero - List Partners
List suppliers and customers.
Why this helps
Supplier information can be disconnected from the client or policy work that prompted an operational follow-up.
- Retrieve partners filtered by supplier type when needed.
- Bring supplier context into a follow-up summary.
- Identify missing partner details that need a separate check.
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 supplier context and follow-up outcome in one plain-language instruction.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real supplier follow-up and confirm the partner context is relevant.
Questions about this workflow
Does this retrieve customers as well as suppliers?
The partner action supports optional type filtering, including supplier or customer context when available.
Can Notis determine which supplier relates to a policy?
Only if the request or returned records provide that relationship. Otherwise, it should present partner information without asserting a connection.
Does the workflow contact the supplier?
No. The action retrieves partner information for review and does not send messages.
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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