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Summarize recent BoxHero movements from WhatsApp

Give operators a clear movement snapshot before they make a decision.

Trigger

New WhatsApp Message Received

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

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

Movement questions require digging through transaction history while the conversation keeps moving.

  • Create quick movement summaries
  • Support faster operational decisions
  • Keep transaction context tied to the original chat

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and BoxHero in Notis once.
  • 2Create an automation named WhatsApp movement summary.
  • 3Tell Notis to interpret the message timeframe or product context, list relevant BoxHero basic transactions, and summarize the movement.
  • 4Pick the TimelinesAI New WhatsApp Message Received trigger.
  • 5Choose a report channel and test with a real movement question.

Questions about this workflow

Can Notis infer a timeframe?

It can use a timeframe stated in the message; otherwise ask it to flag the missing timeframe.

Does this include location detail?

Basic transactions provide a high-level view. Use the location transactions action when location detail is required.

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

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