Skip to content
Notis

Keep warehouse context ready for location questions

Get a recurring reference to your BoxHero locations before calls, so you can resolve warehouse questions with less searching.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

BoxHero - List Locations

Tool to list warehouse locations. Use when you need valid warehouse_id values for filtering transactions.

Why this helps

When warehouse names or IDs are easy to forget, location-specific lead questions create extra lookup work during call blocks.

  • Keep valid warehouse locations easy to reference during calls.
  • Prepare for location-based availability questions before outreach.
  • Reduce interruptions to the call block for simple location lookups.

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 list BoxHero locations relevant to upcoming Callingly conversations.
  • 3Select a recurring weekly trigger scheduled before your call-planning or outreach time.
  • 4Choose where run reports should appear and check the first location reference against BoxHero.

Questions about this workflow

Does the workflow report item stock for each location?

It lists BoxHero locations. For an item-level stock check, use a separate item lookup workflow.

Why schedule this ahead of calls?

A prepared location reference can make warehouse questions easier to handle without interrupting the conversation.

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.

TriggerScheduled

Delete Item

Tool to delete a specific item (barcode) by its ID. Use when you need to remove an item from the inventory.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

BoxHero - Delete Location

Tool to delete a specific warehouse location by its ID. Use when you need to remove a location from the system.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Get Member

Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.

ActionInstant

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.

ActionInstant

BoxHero - List Basic Transactions

Tool to list basic inventory transactions. Use when you need a high-level overview of in/out/move transactions.

ActionInstant

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

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boxhero.