Know what moved at key warehouses before you call
Review warehouse-level in, out, move, and adjustment activity before outreach, so location questions do not send you searching mid-call.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 changes can be difficult to keep in mind when outreach and warehouse operations happen in separate routines.
- Prepare a location-based activity summary ahead of calls.
- Include inventory adjustments in warehouse review.
- Reduce last-minute searches for location transaction context.
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 review BoxHero location transactions for warehouses relevant to the upcoming Callingly calls.
- 3Select a weekly recurring trigger that runs before outreach planning.
- 4Choose the run-report channel and test with a location that has known transaction activity.
Questions about this workflow
What history does the action retrieve?
It retrieves location-based in, out, move, and adjustment transaction history.
Can it filter to a specific warehouse?
BoxHero requires valid warehouse IDs for location filters. Your prompt should identify the locations from available context or ask for a broad review.
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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