See inventory context when an opportunity changes
Get a timely Boxhero item and stock overview alongside a Salesforce opportunity update, so you can spot potential supply questions before your next customer conversation.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
List Items
Tool to list items. Use when fetching products with optional location filters and pagination.
Why this helps
Opportunity reviews often mean switching apps to check whether the products a customer needs are in stock.
- Review current Boxhero item quantities when an opportunity changes.
- Reduce app switching during opportunity follow-up.
- Surface potential stock questions while the deal is still active.
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 review Boxhero items relevant to a changed opportunity and summarize the available item and quantity details.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one real opportunity update and review the result.
Questions about this workflow
Does this reserve inventory for the opportunity?
No. The available Boxhero action lists items; it does not reserve, change, or allocate stock.
How does Notis know which items are relevant?
Describe how to identify relevant items in your instruction. If Salesforce or Boxhero does not provide enough identifying information, supply the missing context.
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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