Check BoxHero location activity at deal milestones
See location based stock activity when a deal moves, and keep the next inventory question from getting lost.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
BoxHero - List Location Transactions
Tool to retrieve the list of transactions in location mode. Use when you need to fetch transaction history with location-based details including in/out/move/adjust operations.
Why this helps
A deal milestone can prompt a warehouse question, but location level transaction history takes extra effort to find.
- Review location based in, out, move, and adjustment activity
- Bring warehouse context into deal follow-up
- Spot transaction questions without a manual app search
Setup
Build it in a few focused steps.
- 1Connect HubSpot and BoxHero once in the Notis portal.
- 2Create an automation for deal stage location activity reviews.
- 3Tell Notis what location transaction context to retrieve and summarize when a deal changes stage.
- 4Pick the Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal change and confirm the location history is useful.
Questions about this workflow
Does this action list warehouse locations too?
No. It retrieves location transactions. Use the BoxHero List Locations action when you need valid location IDs for filtering.
Can I ask for one warehouse?
State the warehouse context in your instruction. If a valid warehouse ID is needed and is not available in the event, supply it or use a separate location lookup workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Boxhero. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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