Keep your inventory team roster visible
See who is on the Boxhero team and their roles when coordinating customer-facing work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Members
List team members and their roles.
Why this helps
It takes extra back-and-forth to find the right person when ownership and roles are out of sight.
- Retrieve the team roster and roles in one review
- Make it easier to direct questions to the right person
- Reduce delays caused by unclear coordination
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 provide its name and prompt.
- 3Describe how Notis should summarize the returned member list and roles for coordination.
- 4Choose a recurring schedule trigger and choose where reports should go.
- 5Test with one real team roster review.
Questions about this workflow
Does the roster show each person's current workload?
No. The action retrieves team members and roles, not workload or task assignments.
Can this assign follow-up work to a member?
No. The allowed Boxhero action lists members. Use the roster to inform coordination 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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