Assign inventory follow-up context after sending email
Send the message, then give Notis the team context needed for follow-through.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
List Team Members
Tool to retrieve the list of team members. Use when you need to get all members in the team with their roles.
Why this helps
Important inventory follow-ups lose momentum when ownership is unclear after an email is sent.
- Clarify who can handle follow-up
- Reduce handoff delays
- Keep communication and team context connected
Setup
Build it in a few focused steps.
- 1Connect Outlook and BoxHero in the Notis portal.
- 2Create an automation that reads the sent message and identifies the relevant BoxHero members.
- 3Choose New Sent Message as the trigger.
- 4Select a report channel and test with one real follow-up email.
Questions about this workflow
Does this assign a member automatically?
It can recommend or report a member based on your prompt, while the list action itself only retrieves members.
Can I limit the result to a role?
Yes. Tell Notis to focus on a role when interpreting the member list.
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.
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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
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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