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.
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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