Compare location activity with documented handling guidance
Bring actual location movement and written handling guidance into one recurring review for faster follow-up.
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
Operational activity and written procedures can drift, while teams lack an easy way to spot where a review is needed.
- Review location activity alongside the instructions that guide it.
- Surface transactions that may need context or explanation.
- Focus follow-up on specific locations and documented procedures.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and BoxHero once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one.
- 3In one instruction, ask Notis to summarize BoxHero location transactions and compare them with the selected Agility handling guidance, calling out missing context.
- 4Pick notis_cron and select a recurring schedule.
- 5Choose a report channel and test with one location and review period.
Questions about this workflow
Can Notis identify policy violations?
Only when the applicable policy is explicit and the transaction data supports the comparison. Otherwise it should report questions, not conclusions.
What information should the guidance include?
Include the relevant location and handling rules, such as expected move or adjustment practices, so the comparison has a clear basis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Boxhero. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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