Make inventory handoffs easier to place
Bring the BoxHero team directory into the context of a Callingly call, so the next inventory question can go to the right person.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Team Members
Tool to retrieve the list of team members. Use when you need to get all members in the team with their roles.
Why this helps
A call that needs an inventory answer can create another task: remembering who handles the relevant BoxHero work.
- Retrieve team members and their roles for a clearer handoff.
- Keep ownership context with the call update that needs it.
- Reduce the effort of looking up an inventory contact from scratch.
Setup
Build it in a few focused steps.
- 1Connect Callingly and BoxHero to Notis once through the portal.
- 2Create an automation and write one prompt asking Notis to retrieve BoxHero team members when a Callingly call update indicates an inventory handoff.
- 3Select an incoming webhook trigger and arrange for the Callingly-connected service to send the handoff context.
- 4Choose a run-report channel and test with one real call that needs an inventory teammate.
Questions about this workflow
What does this action return?
It retrieves the list of team members in BoxHero and their roles.
Does it assign the work to a member?
No. It supplies team context for the founder to use in their follow-up; it does not assign tasks.
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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