Bring item details into your next CRM follow-up
See the product specifics you need before writing back to a lead or customer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Item
Retrieve an item’s details, including its attributes, price and stock quantities.
Why this helps
A follow-up can stall while you search elsewhere for the latest product details and stock quantities.
- Gather item attributes, pricing, and quantities in one request
- Prepare a relevant follow-up with fewer manual searches
- Keep product research close to the customer workflow
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 how a webhook request will identify a specific item and how to present its returned details.
- 4Choose the webhook trigger and set the run report destination.
- 5Test with one real Boxhero item identifier.
Questions about this workflow
What details can this action retrieve?
The Boxhero action retrieves a specific item by ID, including its attributes, pricing, and inventory quantities.
Does this update the Agile CRM record?
No. The allowed Boxhero action retrieves information. Use the result to guide a follow-up, or provide additional instructions and supported actions in a separate workflow.
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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