Skip to content
Notis

Refresh your BoxHero partner directory

Keep supplier and customer context ready for the month ahead.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

BoxHero - List Partners

Tool to list partners (suppliers and customers). Use when retrieving partner information with optional type filtering and pagination.

Why this helps

Partner details become stale when directory reviews happen only after a problem.

  • Maintain a current partner overview
  • Separate supplier and customer context
  • Prepare cleaner operational handoffs

Setup

Build it in a few focused steps.

  • 1Connect BoxHero in Notis once.
  • 2Create an automation named Monthly partner directory refresh.
  • 3Tell Notis to list BoxHero partners and organize the monthly summary by supplier or customer type.
  • 4Pick a Notis cron trigger and set a monthly schedule.
  • 5Choose a report channel and test with one manual run.

Questions about this workflow

Can it include only suppliers?

Yes. Ask Notis to apply the partner type supported by the list action.

Does it edit partner records?

No. It only retrieves and summarizes the directory.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Boxhero. A trigger fires from one place; an action lands in another.

Timelinesai triggers

Boxhero actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Item

Tool to delete a specific item (barcode) by its ID. Use when you need to remove an item from the inventory.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

BoxHero - Delete Location

Tool to delete a specific warehouse location by its ID. Use when you need to remove a location from the system.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Get Member

Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.

ActionInstant

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.

ActionInstant

BoxHero - List Basic Transactions

Tool to list basic inventory transactions. Use when you need a high-level overview of in/out/move transactions.

ActionInstant

Connect any two apps with Notis in the middle.

Timelinesai 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.