Keep partner follow-up visible
Ask Notis to review the Boxhero partner directory on a cadence and surface the suppliers or customers that fit your follow-up criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
BoxHero - List Partners
Tool to list partners (suppliers and customers). Use when retrieving partner information with optional type filtering and pagination.
Why this helps
Partner follow-up can disappear among operational tasks when the directory is only checked on demand.
- Review suppliers, customers, or both using the available partner list action.
- Apply follow-up criteria that you define for your business.
- Get a repeatable summary in your chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Boxhero once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, specify whether to review suppliers, customers, or both and describe the follow-up criteria and any Airtable reference Notis should use.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real example by checking the summary against known partner records.
Questions about this workflow
Can this tell me which partners need attention?
It can apply criteria you provide to the partner information returned. Supply any dates, activity history, or status fields needed; the action's partner listing should not be assumed to include them.
Does it contact partners?
No. It retrieves partner information and reports on it. No messaging action is included.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Boxhero. A trigger fires from one place; an action lands in another.
Airtable triggers
Boxhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Item
Tool to delete a specific item (barcode) by its ID. Use when you need to remove an item from the inventory.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
BoxHero - Delete Location
Tool to delete a specific warehouse location by its ID. Use when you need to remove a location from the system.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Get Item
Tool to retrieve a specific item (barcode) by ID. Use when you need detailed information about a single item including its attributes, pricing, and inventory quantities.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Get Item Attribute
Tool to retrieve a specific item attribute by ID. Use when you need to get detailed information about an item attribute specification.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Get Location
Tool to retrieve a specific location by ID. Use when you need detailed information about a particular warehouse location including its name, quantity, and notes.
View Created
Triggers when a new view is created in an Airtable base.
Get Member
Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.
View Deleted
Triggers when a previously known Airtable view is deleted.
Get Linked Team Info
Tool to get information about the linked team and its mode. Use when you need to retrieve the currently linked team details.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
BoxHero - List Basic Transactions
Tool to list basic inventory transactions. Use when you need a high-level overview of in/out/move transactions.
Connect any two apps with Notis in the middle.
Airtable and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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