Check the linked inventory team before a handoff
Confirm the Boxhero team context before acting on a product or operations request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Linked Team Info
Retrieve information about the linked team and its mode.
Why this helps
A handoff can go sideways when people assume a request is looking at the right inventory team.
- Confirm the currently linked Boxhero team
- See its mode before relying on inventory data
- Reduce confusion during cross-team handoffs
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 the team check.
- 3Describe what the webhook request should confirm and how to report linked team details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real linked team check.
Questions about this workflow
What does the linked team action return?
It returns information about the currently linked team and its mode.
Can it switch the connected team?
No. The action retrieves linked team information; it does not change the connection.
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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