Keep supplier and customer details in view
Have partner information ready when planning inventory follow-ups and customer coordination.
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 details are scattered across systems, and routine follow-ups slow down when the Boxhero list is not easy to review.
- Review Boxhero partner information on a cadence.
- Keep supplier and customer context in one report.
- Reduce time spent collecting names and partner details.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Boxhero once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve and summarize Boxhero partners, specifying a partner type if useful.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and verify the directory scope.
Questions about this workflow
Can this show only suppliers or only customers?
The action supports optional type filtering. State the partner type in your instruction.
Can it include the full partner list?
The action supports pagination. Choose a useful scope and check the result with your actual partner list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Boxhero. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty 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.