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Notis

Keep warehouse locations easy to reference

Make the current location list available as part of a predictable planning routine.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

BoxHero - List Locations

List warehouse locations.

Why this helps

Teams waste time confirming warehouse names and locations when those details are not easy to find.

  • Keep location records visible in a regular review
  • Reduce repeated searches for warehouse details
  • Support clearer operations 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 name it for the location directory.
  • 3Describe how Notis should summarize the returned Boxhero locations for reference.
  • 4Choose a recurring schedule trigger and choose where run reports should go.
  • 5Test with one real location directory review.

Questions about this workflow

Does this provide full details for every location?

It lists warehouse locations. Use the Get Location action when you need details about a particular location.

Can this create or rename locations?

No. The selected action lists locations and does not change them.

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.

TriggerScheduled

Delete Item

Delete an inventory item by its barcode ID.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

BoxHero - Delete Location

Delete a warehouse location from the system.

ActionInstant

Get Item

Retrieve an item’s details, including its attributes, price and stock quantities.

ActionInstant

Get Item Attribute

Retrieve the details of an item attribute specification.

ActionInstant

Get Location

Retrieve a warehouse location’s details, including its name, quantity and notes.

ActionInstant

Get Member

Retrieve the details of a team member.

ActionInstant

Get Linked Team Info

Retrieve information about the linked team and its mode.

ActionInstant

BoxHero - List Basic Transactions

List basic inventory transactions, including items moved in, out or between locations.

ActionInstant

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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