Bring product context to new lead follow-up
Start lead follow-up with a quick view of relevant Boxhero items, based on the product interests or needs available in the lead details.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
List Items
Tool to list items. Use when fetching products with optional location filters and pagination.
Why this helps
A new lead can sit while someone manually looks up the products they asked about in another system.
- Add a product and stock overview to new lead follow-up.
- Reduce manual product lookups before first contact.
- Make missing product-interest details visible for follow-up.
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 use product interest stated in a new lead to find relevant Boxhero items and summarize their listed details and quantities.
- 4Pick the Salesforce New Lead Trigger and choose where run reports go.
- 5Test with one real new lead and review the result.
Questions about this workflow
Will this infer product interests that are not on the lead?
No. Notis can use the information returned for the lead and the Boxhero item list. Add any missing product-interest context to your instruction or source data.
Can it create or update a Boxhero item?
No. This workflow uses the List Items action to retrieve an overview; it does not create or update inventory.
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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