Find the right inventory teammate faster
Keep a current team and role overview close at hand for stock questions and handoffs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Members
Tool to retrieve the list of team members. Use when you need to get all members in the team with their roles.
Why this helps
When an inventory question comes up, identifying who owns the next step can take too long if team details are buried.
- Retrieve Boxhero members and their roles regularly.
- Make inventory ownership easier to locate.
- Support faster handoffs with a clear roster report.
Setup
Build it in a few focused steps.
- 1Connect Boxhero once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to list Boxhero team members and roles and present them as a concise roster.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real run and confirm the roster is readable.
Questions about this workflow
Can this assign ownership to a team member?
No. It retrieves team member information and roles; it does not assign work.
Can Notis highlight an owner for a specific issue?
You can ask Notis to interpret the returned role information, but state the ownership criteria in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Boxhero. A trigger fires from one place; an action lands in another.
Canvas triggers
Boxhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Polls a Canvas course for new discussion topics.
Get Member
Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.
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Polls Canvas for newly created courses for a specific user.
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Tool to get information about the linked team and its mode. Use when you need to retrieve the currently linked team details.
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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.
Canvas and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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