Keep an eye on warehouse adjustments
Surface adjustment activity from Boxhero so it is easier to decide what deserves a closer look.
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
Adjustments can be easy to miss in a busy operation, leaving customer plans based on inventory that needs review.
- Include adjustment activity in a recurring review
- Highlight transactions for human follow-up using criteria you provide
- Make it easier to spot inventory context that may need attention
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 adjustment review.
- 3Describe what adjustment activity should be highlighted and how Notis should summarize it.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real location transaction history.
Questions about this workflow
Can it tell whether an adjustment is incorrect?
Not by itself. Notis can highlight activity using criteria you provide, but correctness requires business context.
Does this action return adjustments only?
It retrieves location transaction history that includes in, out, move, and adjust operations. The prompt can ask Notis to focus on adjustments in the returned data.
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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