See recent stock movement before you reply
Pair a sales conversation with a concise view of recent inventory movements, making it easier to understand the context behind current stock.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
BoxHero - List Basic Transactions
Tool to list basic inventory transactions. Use when you need a high-level overview of in/out/move transactions.
Why this helps
A quantity can look unexpected without the transaction history that explains what recently changed.
- Review high-level in, out, and move transactions relevant to the call.
- Add movement context to an availability follow-up.
- Avoid digging through transaction history by hand.
Setup
Build it in a few focused steps.
- 1Connect Callingly and BoxHero to Notis once through the portal.
- 2Create an automation and prompt Notis to use the incoming call's item or stock question to retrieve relevant BoxHero transactions.
- 3Select the incoming webhook trigger and arrange for a Callingly-connected service to send the call context.
- 4Choose a run-report channel, then test with a real call that asks about recent stock movement.
Questions about this workflow
What transaction details does this action cover?
List Basic Transactions provides a high-level overview of in, out, and move transactions.
Does this alter inventory?
No. It retrieves transaction history to help prepare a response.
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.
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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
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Get Location
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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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