Make process handoffs easier to pick up
Send a handoff from Agility and have Notis retrieve relevant BoxHero member details for a more complete context note.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Member
Retrieve the details of a team member.
Why this helps
A process handoff can say who owns the documentation without clarifying the person's BoxHero team role or context.
- Retrieve details for a member named in the handoff.
- Include available BoxHero role context in the report.
- Surface identity ambiguity before it causes a missed follow-up.
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 retrieve the BoxHero member named in the Agility handoff and summarize relevant details for the next owner.
- 4Choose notis_webhook and send the handoff content to the endpoint.
- 5Choose a report channel and test with one real member handoff.
Questions about this workflow
Can it identify a person from a partial name?
It may find a possible match, but it should flag uncertainty and avoid treating a partial-name match as confirmed.
Does this change the member's role?
No. The selected action retrieves member details for the handoff report.
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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