Resolve partner references without a manual search
Find the Boxhero partner record that helps you move a customer or supplier conversation forward.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
BoxHero - List Partners
List suppliers and customers.
Why this helps
Partner names and records can be hard to reconcile when customer work spans separate CRM and inventory tools.
- Retrieve partner records when a request needs them
- Filter returned partner data by type when supported
- Speed up supplier and customer reference 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 give it a clear name and prompt.
- 3Describe what partner information the webhook request needs and whether to filter by partner type.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real partner lookup request.
Questions about this workflow
Which partner types can the action retrieve?
The action lists suppliers and customers, with an optional type filter and pagination.
Can the automation create a partner record?
No. This action retrieves partner information and does not create or update records.
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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