Keep team references current in operations docs
A short recurring roster review helps teams notice when operating documents and the BoxHero member list may have drifted apart.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Members
List team members and their roles.
Why this helps
Team changes often reach one system before the other, leaving operational documents with stale names or responsibilities.
- Compare named operational contacts with the current member list.
- Surface likely stale references for follow-up.
- Make team documentation upkeep a routine instead of a memory task.
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 compare contacts in selected Agility operations documentation with BoxHero team members and flag possible discrepancies.
- 4Pick notis_cron and select a recurring schedule.
- 5Choose a report channel and test with one real roster review.
Questions about this workflow
Will this automatically edit documentation or team membership?
No. It retrieves the roster and produces a comparison report for a person to review.
Can it decide whether a listed person should still have access?
No. The workflow can surface differences, but access decisions require your team's policy and confirmation.
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
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.