Make supplier and customer details easier to scan
Review partner details from Boxhero in a concise recurring summary, without paging through the directory yourself.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
BoxHero - List Partners
Tool to list partners (suppliers and customers). Use when retrieving partner information with optional type filtering and pagination.
Why this helps
Partner information is scattered across a directory that may not get reviewed until someone needs it urgently.
- Review supplier and customer records from one report.
- Use supported partner type filtering when a focused review is needed.
- Make partner checks part of a recurring routine.
Setup
Build it in a few focused steps.
- 1Connect Boxhero once in the Notis portal.
- 2Create an automation in Automations, then choose a name and prompt.
- 3In one instruction, ask Notis to retrieve Boxhero partners, summarize the returned partner details, and focus on suppliers or customers if needed.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the report reflects the returned partner list.
Questions about this workflow
Can I review only suppliers or only customers?
The partner list supports optional type filtering. State the type you want in your instruction and verify the returned results.
Can this workflow update partner records?
No. The available Boxhero action retrieves partner information for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Boxhero. A trigger fires from one place; an action lands in another.
Agent mail triggers
Boxhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Item
Tool to delete a specific item (barcode) by its ID. Use when you need to remove an item from the inventory.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
BoxHero - Delete Location
Tool to delete a specific warehouse location by its ID. Use when you need to remove a location from the system.
New Email Received
Trigger for new emails in an AgentMail inbox
Get Item
Tool to retrieve a specific item (barcode) by ID. Use when you need detailed information about a single item including its attributes, pricing, and inventory quantities.
Get Item Attribute
Tool to retrieve a specific item attribute by ID. Use when you need to get detailed information about an item attribute specification.
Get Location
Tool to retrieve a specific location by ID. Use when you need detailed information about a particular warehouse location including its name, quantity, and notes.
Get Member
Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.
Get Linked Team Info
Tool to get information about the linked team and its mode. Use when you need to retrieve the currently linked team details.
BoxHero - List Basic Transactions
Tool to list basic inventory transactions. Use when you need a high-level overview of in/out/move transactions.
Connect any two apps with Notis in the middle.
Agent mail and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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