Prepare customer and supplier context before outreach
Have the partner records relevant to upcoming calls ready, so your next conversation can begin with less searching.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Partner details can be easy to lose among calls and inventory work when each follow-up starts with a fresh lookup.
- Prepare a reference to relevant customers and suppliers before calls.
- Reduce repeated partner lookups during outreach.
- Keep the week's relationship context in one report.
Setup
Build it in a few focused steps.
- 1Connect Callingly and BoxHero to Notis once through the portal.
- 2Create an automation and write one plain-language prompt asking Notis to list the BoxHero partners relevant to upcoming Callingly follow-ups.
- 3Select a recurring weekly trigger before your call-planning session.
- 4Choose where run reports should appear and test with one partner you expect to see.
Questions about this workflow
Can the workflow limit the partner type?
The BoxHero List Partners action supports optional type filtering and pagination. Tell Notis in the prompt which partner type is useful.
Does this create Callingly follow-ups?
No. It prepares BoxHero partner context for calls you plan to make.
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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