Review warehouse activity before planning follow-ups
See location-based stock movement in context before deciding what customer work needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
BoxHero - List Location Transactions
Retrieve location-based transaction history for stock movements and adjustments.
Why this helps
Location-level stock changes can affect customer plans, but reviewing them manually adds another task to an already busy day.
- Review location-based in, out, move, and adjust activity
- Connect warehouse context to follow-up planning
- Reduce manual history checks
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 provide its name and prompt.
- 3Tell Notis which location transaction details to summarize and what planning questions to address.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real location transaction review.
Questions about this workflow
What activity does this action cover?
It retrieves location-mode transaction history, including in, out, move, and adjust operations.
Does this action compare activity across every location?
The action returns location-based transaction history. State the scope you need and use the data 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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