Review warehouse locations for agency operations
Get a clear view of the locations your team may need to check during the week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
BoxHero - List Locations
List warehouse locations.
Why this helps
Location information can become another loose end when agency operations reviews focus on client and policy work.
- List warehouse locations for a regular operations review.
- Surface location names, quantities, and notes when available.
- Make it easier to identify incomplete location details for 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 weekly location readiness 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 location list is useful to your review.
Questions about this workflow
Does listing locations provide a complete warehouse audit?
No. It lists locations and available details; it does not establish whether a location is accurate, current, or operationally ready.
Can Notis decide which locations matter to the agency?
Only if you provide criteria or the available records give that context. Otherwise, it can present the returned list for review.
Can I run this on demand too?
The setup can use a Notis webhook when an HTTP request should start the review, or a recurring schedule for routine reviews.
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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