Find Boxhero partners from Todoist tasks
Keep supplier and customer context close to the work.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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 research slows down purchasing and fulfillment tasks when records are stored elsewhere.
- Find current supplier or customer records
- Speed up purchasing research
- Reduce duplicate partner searches
Setup
Build it in a few focused steps.
- 1Connect Todoist and Boxhero in Notis once.
- 2Create an automation named Partner lookup.
- 3Tell Notis to list Boxhero partners matching the supplier or customer named in each new Todoist task.
- 4Pick the Todoist New Task Created trigger.
- 5Choose a report channel and test with a partner task.
Questions about this workflow
Can it focus on suppliers or customers?
Yes. State the partner type in the Todoist task or automation instruction.
Does it create a partner record?
No. It only lists matching Boxhero partner information.
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.
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Webhook trigger
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New Task Created
Trigger when a new task is added to Todoist.
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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.
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Tool to retrieve a specific item attribute by ID. Use when you need to get detailed information about an item attribute specification.
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Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.
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Tool to get information about the linked team and its mode. Use when you need to retrieve the currently linked team details.
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.
Todoist and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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