Start sales planning with a scheduled stock review
Get a recurring inventory snapshot ready for the next round of CRM follow-ups.
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
Sales planning gets harder when product availability lives in a separate system and no one remembers to check it.
- Create a regular inventory review habit
- Surface returned item data for sales planning
- Reduce last-minute stock checks before follow-ups
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 stock review.
- 3Describe the item data to review and the concise summary that would help with sales planning.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test the summary with one real inventory review.
Questions about this workflow
Does this schedule change Boxhero inventory?
No. The selected action lists items. The automation can summarize returned data but does not change stock quantities.
Can the summary identify products that need attention?
Notis can analyze returned item data using criteria you provide. Specify the thresholds or priorities you want it to use.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boxhero.