Review stock availability before planning the week
Start the week with a current item list ready for your agency's follow-up planning.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Items
List inventory items.
Why this helps
Teams can plan client conversations from one system and only later discover that inventory details needed a separate search.
- List items with optional location filtering and pagination.
- Review current inventory context as part of weekly planning.
- Identify records that need a closer look before client 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 stock availability 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 item list covers the needed scope.
Questions about this workflow
Can I restrict the list to a location?
The List Items action supports optional location filters. The run needs a valid location context to apply one.
Does the workflow alert on low stock automatically?
It can highlight values based on criteria you provide, but it should not assume a low-stock threshold unless you specify one.
Can it list every item?
The action supports pagination, so the workflow should account for the returned pages when a complete list is needed.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boxhero.