Prepare partner details when a review is requested
Trigger a partner lookup from your existing request flow and get a Boxhero directory ready for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 information takes extra time to gather whenever a supplier or customer review comes up.
- Gather supplier and customer records on demand.
- Start a partner review from an HTTP request.
- Keep preparation focused on the partners relevant to the review.
Setup
Build it in a few focused steps.
- 1Connect Boxhero once in the Notis portal.
- 2Create an automation in Automations, then choose a name, prompt, report channel, and trigger.
- 3Tell Notis to list Boxhero partners for the requested review and summarize the available partner details.
- 4Pick an HTTP webhook trigger and choose where run reports go.
- 5Test by sending one real webhook request and checking the partner summary.
Questions about this workflow
Can the webhook filter partners by type?
The List Partners action supports optional type filtering and pagination. Describe the desired partner type in the instruction where appropriate.
Does the webhook create or edit partner records?
No. This workflow retrieves and summarizes partner information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Boxhero. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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 Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail 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.