Check Boxhero partners from new tasks
Bring partner context into the moment a task is captured.
Trigger
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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
Supplier and customer details live apart from the task where the follow-up begins.
- Find partner records faster
- Reduce duplicate research
- Keep procurement and fulfillment tasks grounded
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Boxhero in Notis once.
- 2Create an automation named New Task Partner Check.
- 3Tell Notis to find Boxhero partners matching the new task and summarize the relevant supplier or customer records.
- 4Pick New Task Created as the trigger and choose a report channel.
- 5Test with one partner-related task.
Questions about this workflow
Can it distinguish suppliers and customers?
Yes, ask Notis to use the partner type returned by Boxhero.
What if no partner matches?
The report can state that no matching Boxhero partner was found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Boxhero. A trigger fires from one place; an action lands in another.
Google Tasks 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.
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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 Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
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.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
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.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Get Member
Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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.
Google Tasks and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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