Match new contacts with BoxHero partners
Keep relationship records connected as soon as a contact enters Outlook.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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
New supplier and customer contacts often sit disconnected from operational partner records.
- Accelerate partner record matching
- Reduce duplicate relationship research
- Improve onboarding handoffs
Setup
Build it in a few focused steps.
- 1Connect Outlook and BoxHero once.
- 2Create an automation that compares each new contact with BoxHero partner records.
- 3Choose New Contact Added as the trigger.
- 4Pick a report channel and test with one new contact.
Questions about this workflow
Can it distinguish suppliers from customers?
Yes. Ask Notis to use the partner type returned by BoxHero.
Will it create a new partner?
No. This workflow lists partners for matching and reporting.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Boxhero. A trigger fires from one place; an action lands in another.
Outlook triggers
Boxhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get Member
Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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