Keep supplier and customer context current
See the Boxhero partner records you need for planning without opening a separate directory each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
BoxHero - List Partners
Tool to list partners (suppliers and customers). Use when retrieving partner information with optional type filtering and pagination.
Why this helps
Partner details can be hard to recall during stock planning, leading to extra searches and delayed follow-up.
- Retrieve supplier or customer records by type.
- Keep partner context easy to find for planning.
- Reduce manual searches during routine inventory work.
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 the Boxhero partner types you need and summarize useful returned details.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real run and verify the partner list has the intended type.
Questions about this workflow
Can it show suppliers only?
The action supports optional type filtering. State whether you need suppliers, customers, or another supported partner type.
Will it send partner follow-ups?
No. It retrieves partner information and reports it.
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.
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.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
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.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
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.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
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.
New Canvas Discussion Topic
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.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
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.
New Canvas File Upload
Polls a Canvas course for new file uploads.
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.
Canvas and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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