Review the items held at a specific location
Focus your inventory review on the warehouse that matters to upcoming customer conversations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Items
List inventory items.
Why this helps
A broad product list can hide the location-specific stock context needed to respond to a customer clearly.
- Filter item review by location when supported
- Focus planning on a relevant warehouse
- Prepare location-specific customer context
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 item review.
- 3Describe which location's item data to review and how Notis should summarize the returned items.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real location-filtered item review.
Questions about this workflow
Can the item list be filtered by location?
Yes. The list items action supports optional location filters and pagination.
Does this reserve stock for a customer?
No. It lists item information and does not reserve or change inventory.
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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