Check Boxhero stock while you work in Agile CRM
Get a current inventory view without leaving the customer conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Items
List inventory items.
Why this helps
Switching between a CRM conversation and inventory screens makes it easy to give a customer stale availability information.
- Reduce context switching during customer conversations
- Review current Boxhero item records before following up
- Use the returned data to prepare an informed reply
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 give it a clear name and prompt.
- 3Describe how a webhook request should identify the items to look up and how Notis should summarize returned inventory.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real product lookup request.
Questions about this workflow
Does Agile CRM start this automatically when a contact changes?
No. Agile CRM has no available trigger events in this workflow package. A Notis webhook starts the automation when it receives an HTTP request.
Can this guarantee that an item is available for sale?
It can return Boxhero item data for review. Availability decisions should account for the quantities and context Boxhero returns.
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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