Plan the next outreach cycle with stock context
Start call planning with a short recap of inventory movement, so product conversations have a clearer operational backdrop.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Weekly outreach planning can miss meaningful stock changes when transaction review is another separate manual task.
- Review high-level in, out, and move activity on a recurring schedule.
- Bring inventory context into weekly call planning.
- Replace an open-ended transaction search with a predictable summary.
Setup
Build it in a few focused steps.
- 1Connect Callingly and BoxHero to Notis once through the portal.
- 2Create an automation and write a prompt asking Notis to summarize relevant BoxHero transactions for the upcoming Callingly outreach cycle.
- 3Select a recurring weekly trigger that runs before your planning session.
- 4Choose the run-report channel and test by reviewing the first recap against a known transaction.
Questions about this workflow
What transaction activity is included?
The BoxHero action provides a high-level overview of in, out, and move transactions.
Does it generate a Callingly call list?
No. It prepares stock context to use while planning calls; it does not retrieve or create call lists.
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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