Bring partner details into the call follow-up
Let Notis find the relevant BoxHero customer or supplier after a Callingly call update, so you do not need to search both tools again.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Calls involving buyers, customers, and suppliers can leave important relationship context scattered across tools.
- Retrieve BoxHero partner information related to the caller or company.
- Keep partner context alongside the call follow-up.
- Avoid reopening a separate inventory workspace to find relationship details.
Setup
Build it in a few focused steps.
- 1Connect Callingly and BoxHero to Notis once through the portal.
- 2Create an automation in the portal or tell Notis to use incoming Callingly call context to find the related BoxHero partner.
- 3Write one plain-language prompt that asks for the matching partner information and a concise follow-up summary.
- 4Select an incoming webhook trigger, choose the run-report channel, and test with one real call involving a known partner.
Questions about this workflow
Can the workflow search suppliers and customers?
BoxHero's List Partners action supports retrieving partner information with optional type filtering and pagination.
Will it create a partner record?
No. The selected action lists partner records for lookup; it does not create or edit them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Boxhero. A trigger fires from one place; an action lands in another.
Callingly 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.
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.
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.
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.
Get Member
Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.
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.
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.
Callingly and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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