Add BoxHero partner context to a matching file
Supplier and customer documents can arrive faster than you can cross-check partner details. Retrieve BoxHero partners when a matching Drive file appears.
Trigger
New File Matching Query
Triggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.
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
Finding the corresponding supplier or customer record adds a manual step to reviewing a new document.
- Retrieve BoxHero supplier and customer partner information when a matching file appears.
- Use the document context to focus your partner review.
- Keep the lookup result with the automation run report.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and BoxHero once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction how Notis should use the matching file to find relevant BoxHero partners and summarize their details.
- 4Pick the Google Drive New File Matching Query trigger and choose where run reports should go.
- 5Test with one real matching file and review the partner lookup.
Questions about this workflow
Does this add a partner to BoxHero?
No. The available BoxHero action lists partners; it does not create or update them.
What if the file does not identify a partner clearly?
Tell Notis to report that it could not identify a match instead of guessing. A name or other clear clue in the file helps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Boxhero. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
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.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Get Member
Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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.
Google Drive and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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