Keep partner records in view during quarterly planning
Review supplier and customer partner context as you plan the next quarter's agency work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
BoxHero - List Partners
List suppliers and customers.
Why this helps
Partner records can become stale or disconnected from the follow-ups and planning that depend on them.
- Retrieve partner information with optional supplier or customer filtering.
- Highlight incomplete or unclear details for human confirmation.
- Keep partner context visible in quarterly planning.
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 quarterly partner 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 partner types and returned records are appropriate.
Questions about this workflow
Can it update partner records?
No. The listed action retrieves partner information and does not provide a partner update operation.
Can I review only suppliers?
The partner listing supports optional type filtering, so the instruction can request supplier records when supported by the action.
Can Notis verify that a partner record is current?
It can flag details for confirmation, but it cannot establish accuracy without a trusted source or explicit criteria.
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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