Find the right inventory contact for a handoff
Look up the member behind an inventory question before passing it along.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Member
Retrieve the details of a team member.
Why this helps
A request can bounce between people when you do not know who a Boxhero member is or what details are on their profile.
- Retrieve details for a specific member
- Make inventory handoffs more informed
- Spend less time searching for the right contact
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Boxhero once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for member lookup.
- 3Describe how the webhook request identifies a member and what returned details to summarize.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real Boxhero member ID.
Questions about this workflow
Can this list everyone on the Boxhero team?
No. This action retrieves one specific member by ID. Use the list team members action for the roster.
Does it reveal a member's responsibilities?
It returns member details available from Boxhero. Responsibilities beyond those details need to be supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Boxhero. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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