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Notis

Review Boxhero partners on a schedule

Keep relationship context ready before the next purchasing decision.

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

Supplier and customer context becomes stale when it is only checked during urgent work.

  • Maintain current partner visibility
  • Support proactive purchasing planning
  • Reduce urgent record searches

Setup

Build it in a few focused steps.

  • 1Connect Boxhero in Notis once.
  • 2Create an automation named Partner review.
  • 3Tell Notis to list Boxhero partners and summarize the supplier or customer records relevant to your operating review.
  • 4Choose a Notis recurring schedule trigger.
  • 5Choose a report channel and test with one immediate run.

Questions about this workflow

Can the review cover only suppliers?

Yes. Specify suppliers or customers in the automation instruction.

Does it contact partners?

No. It only retrieves and summarizes Boxhero partner records.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Todoist 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 Task Created

Trigger when a new task is added to Todoist.

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.

Todoist and Boxhero, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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