Check stock activity while investigating a customer question
Bring recent inventory movements into the case that needs context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
BoxHero - List Basic Transactions
List basic inventory transactions, including items moved in, out or between locations.
Why this helps
Investigating an inventory question takes longer when transaction history is in a separate workspace from the customer request.
- Retrieve a high-level view of in, out, and move transactions
- Investigate a CRM-related stock question with current context
- Reduce manual system switching during case work
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 stock activity lookup.
- 3Describe what the webhook request asks and how Notis should summarize the returned transaction overview.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real stock activity request.
Questions about this workflow
Can it provide a full audit trail?
The action provides a high-level overview of basic inventory transactions. Use the location transaction action for location-mode history.
Can it determine which customer caused a stock movement?
Only if Boxhero returns that information in the transaction data. Any missing customer context must 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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