Get BoxHero location details when a deal advances
Bring the warehouse location details you need into the moment a deal moves forward.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Important location quantities and notes can be buried in inventory tools when a customer asks for a delivery or stock update.
- Retrieve location details at a deal milestone
- Keep quantities and notes close to follow-up
- Reduce manual location searches
Setup
Build it in a few focused steps.
- 1Connect HubSpot and BoxHero once in the Notis portal.
- 2Create an automation for deal stage location checks.
- 3Tell Notis which BoxHero location to retrieve when a deal changes stage, and ask it to flag a missing location ID.
- 4Pick the Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal change and verify the returned location is the intended one.
Questions about this workflow
Can the workflow pick a location from the deal automatically?
Only if the event includes a usable location ID or you provide one in the instruction. Otherwise, the run report should call out the missing identifier.
Does this list every location?
No. Get Location retrieves a specific location by ID. Use List Locations when you need to find valid locations.
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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