Keep BoxHero partner records ready for follow-up
Review supplier and customer records regularly without searching through the partner list by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
BoxHero - List Partners
List suppliers and customers.
Why this helps
Partner details can become stale while teams focus on immediate inventory work.
- Review partner records on a recurring schedule.
- Focus on suppliers, customers, or both when supported.
- Create a clear follow-up list for the team.
Setup
Build it in a few focused steps.
- 1Connect BoxHero once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis which partner types to review and what details should be flagged for follow-up.
- 4Choose a recurring schedule and select where run reports go.
- 5Test with one real run and verify the partner summary.
Questions about this workflow
Can I review only suppliers?
The partners action supports optional type filtering. Specify the partner type in your instruction if that filter is available.
Does this update partner details?
No. It lists partner information and reports items for follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Boxhero. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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