Connect completed task follow-through with stock movement
After a sales or operations task is completed, get a high-level view of Boxhero in, out, and move transactions to support the next decision.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
BoxHero - List Basic Transactions
Tool to list basic inventory transactions. Use when you need a high-level overview of in/out/move transactions.
Why this helps
Task completion can close the reminder without making related inventory activity easy to review.
- Review inventory movement during task follow-through.
- Keep transaction context close to completed customer or operations work.
- Make it easier to notice when additional follow-up may be needed.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Boxhero once in the Notis portal.
- 2Create a new automation in Automations and give it a name.
- 3Tell Notis to summarize Boxhero's basic in, out, and move transactions relevant to the completed task, using only details available in the returned records.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports go.
- 5Test with one real task completion and review the result.
Questions about this workflow
Can this confirm that a task caused a stock transaction?
Only if the records provide enough information to connect them. The transaction list offers a high-level overview, and Notis should identify missing links rather than assume causation.
Can the trigger be limited to a task status or subject?
The trigger supports optional filtering by task Status or Subject. Select any available options when you pick the trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Boxhero. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get Member
Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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