Bring team context into contact follow-up
When contact details change, retrieve Boxhero team members and roles to help identify relevant operational contacts for a handoff.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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
A contact update can call for a handoff, but finding the right operational teammate may require searching another system.
- Make Boxhero team roles available during contact handoffs.
- Reduce time spent searching for internal operational contacts.
- Highlight when a responsible teammate still needs to be identified.
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 team members and roles that may be relevant to a changed contact, using the contact context you provide.
- 4Pick the Salesforce Contact Updated trigger and choose where run reports go.
- 5Test with one real contact update and review the result.
Questions about this workflow
Will Notis assign a Boxhero member to the Salesforce contact?
No. The available action lists members and roles; it does not assign them or update Salesforce.
What if the contact update does not say which team is relevant?
Add the matching context to your instruction or source records. Notis should report when it cannot make a supported match.
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
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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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