Keep partner context close to new work
New work involving a supplier or customer often starts with a lookup. Notis can search Boxhero partners and include relevant records in the run report.
Trigger
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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 details are easy to lose across tools, slowing down an issue that needs supplier or customer follow-up.
- Find relevant supplier or customer records during issue triage.
- Reduce repeated partner searches.
- Keep operational context with the work that prompted it.
Setup
Build it in a few focused steps.
- 1Connect Jira and Boxhero once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to find Boxhero partners relevant to a new Jira issue and summarize their available details in the run report.
- 4Pick Jira New Issue as the trigger and choose where run reports go.
- 5Test with one real Jira issue and review the result.
Questions about this workflow
Can I limit the partner search to suppliers or customers?
Yes. Include the partner type you want in the instruction; the Boxhero action supports optional type filtering.
Does this change partner records?
No. The List Partners action retrieves partner information for the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Boxhero. A trigger fires from one place; an action lands in another.
Jira 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 Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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 Project
Triggered when a new project is added in Jira
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.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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.
Jira and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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