Bring partner context into inventory handoffs
When a task reaches handoff, give the next person a concise partner reference from BoxHero.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
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
Supplier and customer details can be hard to find at the moment an inventory task changes hands.
- Put partner reference information near the handoff.
- Make supplier or customer follow-up easier to prepare.
- Reduce time spent searching for partner records.
Setup
Build it in a few focused steps.
- 1Connect Asana and BoxHero once in the Notis portal.
- 2Create an automation in Notis from Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe that tasks moved to your handoff section should prompt a BoxHero partner lookup relevant to the task.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports should go.
- 5Test with one real handoff task that names a supplier or customer.
Questions about this workflow
Can this create a supplier or customer record?
No. The selected action lists existing partners, with optional type filtering and pagination.
What if the task does not identify a partner?
Notis can report the available partner list, but the task or your instruction needs to provide enough context to narrow it to a relevant partner.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Boxhero. A trigger fires from one place; an action lands in another.
Asana 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.
Attachment Added to Task
Triggers when an attachment is added to a task.
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.
New Comment on Task
Triggers when a comment is added to a task in a project.
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.
New Task Created
Triggers when a new task is created in a project.
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.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Get Member
Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
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.
Task Updated
Triggers when a task is updated in a project.
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.
Asana and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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