See your inventory movement at a glance
A weekly movement summary helps you notice unusual stock activity without opening transaction records one by one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
BoxHero - List Basic Transactions
Tool to list basic inventory transactions. Use when you need a high-level overview of in/out/move transactions.
Why this helps
Inventory changes are spread across transactions, making it easy to miss movement that deserves a closer look.
- Review a high-level view of in, out, and move activity.
- Get a repeatable summary on a schedule you choose.
- Spot activity that may need a manual follow-up.
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 the available Boxhero transaction overview and summarize notable inventory movement for the period covered by the returned data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the summary reflects the returned transaction data.
Questions about this workflow
Can it report activity for a particular date range?
Ask Notis to summarize the period supported by the returned transaction data. If a precise date range is needed, state it in your instruction and review the result.
Does the transaction overview include location details?
This action provides a high-level transaction overview. Use a location transaction workflow when you need location-based history.
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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