Keep supplier and customer references current
Review the partner records your inventory workflows rely on without adding another manual check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
BoxHero - List Partners
List suppliers and customers.
Why this helps
Supplier and customer references can drift across tools, adding friction to routine follow-ups.
- Review Boxhero partner records on a predictable schedule
- Separate supplier and customer views when useful
- Make cross-tool references easier to check
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 partner review.
- 3Describe whether to review all partners or focus on suppliers or customers, and how to summarize them.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real partner directory review.
Questions about this workflow
Can the action filter partner records?
Yes. It supports an optional partner type filter and pagination.
Will it reconcile Boxhero partners against Agile CRM contacts?
The action retrieves Boxhero partner information. Reconciliation requires relevant CRM data and criteria in the prompt.
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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