Turn new ClickUp tasks into Boxhero inventory snapshots
Start every operational task with the stock context needed to act quickly.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
List Items
Tool to list items. Use when fetching products with optional location filters and pagination.
Why this helps
New work often starts without anyone checking whether the required inventory is available.
- See current item quantities immediately
- Reduce inventory related context switching
- Give assignees a useful starting brief
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Boxhero in Notis once.
- 2Create an automation named New Task Inventory Snapshot.
- 3Tell Notis to list Boxhero items and summarize stock relevant to each new ClickUp task.
- 4Pick ClickUp Task Created as the trigger and choose a report channel.
- 5Test it with one real task.
Questions about this workflow
Can Notis decide which items are relevant?
Yes. Tell it how to infer relevance from the task title, description, or comments.
Does this change Boxhero inventory?
No. It reads the item list and reports the result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Boxhero. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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.
List Created
Triggers when a new List is created.
Get Member
Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.
List Deleted
Triggers when a List is deleted.
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.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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