Understand location activity before following up
Get a location-focused view of inventory in, out, move, and adjustment activity linked to a Callingly stock question.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
BoxHero - List Location Transactions
Tool to retrieve the list of transactions in location mode. Use when you need to fetch transaction history with location-based details including in/out/move/adjust operations.
Why this helps
Location-level stock questions often require reconstructing activity across several records before you can give a confident answer.
- Retrieve location-based transaction details for the relevant warehouse.
- Include adjustments as well as stock movements in the review.
- Keep the research attached to the call that requested it.
Setup
Build it in a few focused steps.
- 1Connect Callingly and BoxHero to Notis once through the portal.
- 2Create a new automation and write a single prompt asking Notis to review the BoxHero transaction history for the location mentioned in a Callingly call update.
- 3Select the incoming webhook trigger and have a Callingly-connected service send the needed call context.
- 4Choose where run reports should appear and test with a real location-specific stock question.
Questions about this workflow
What does location transaction history include?
The action retrieves location-based in, out, move, and adjust transaction details.
Can it find the location from a call?
The prompt can direct Notis to use information in the incoming call context to identify the relevant location. The location must be identifiable from that context.
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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