Find the right warehouse location for a customer request
Get a current location list when a conversation depends on where stock is held.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
BoxHero - List Locations
List warehouse locations.
Why this helps
Finding the right warehouse location can interrupt a customer conversation and delay a useful answer.
- Retrieve current warehouse location records on demand
- Use valid locations when investigating a request
- Avoid searching through inventory screens mid-conversation
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 location lookup.
- 3Tell Notis what the webhook request will ask and how to summarize the returned locations.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request for warehouse locations.
Questions about this workflow
What information does the location list return?
It retrieves warehouse locations. Use the returned records to identify valid locations for follow-up work.
Can this tell me the quantity at a location?
The list action provides location records. For details about a particular location, use the Get Location action 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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