Get a transaction overview when a stock question comes up
Trigger a focused Boxhero transaction review from an HTTP request and ask Notis to summarize the available in, out, and move activity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
When a stock question comes up unexpectedly, finding a quick overview of recent inventory movement can interrupt other work.
- Start a transaction review when an operational question arises.
- Get a concise view of the basic transaction activity returned by Boxhero.
- Include request context in the summary when supplied.
Setup
Build it in a few focused steps.
- 1Connect Boxhero once in the Notis portal.
- 2Create a new automation in Automations and give it a name.
- 3Tell Notis to summarize Boxhero basic transactions for the question and context included in the request.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real example and review the result.
Questions about this workflow
Can the request include a location or item to focus on?
Include that context in the webhook request and instruction. The basic transaction action may not return every detail needed for a narrow match, so Notis should state when information is missing.
Does the webhook update inventory?
No. It starts a review that retrieves transaction information; it does not make inventory changes.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boxhero.