Bring BoxHero partner context into WhatsApp follow-up
See relevant supplier or customer records alongside a new WhatsApp inquiry before deciding what to do next.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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
You lose time figuring out which supplier or customer a WhatsApp message refers to.
- Reduce the time spent searching partner records by hand.
- Give your team relevant partner context before follow-up.
- Highlight when a sender or organization is not clear enough to match.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and BoxHero once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to use an incoming WhatsApp message to identify the relevant supplier or customer and retrieve matching BoxHero partner details.
- 4Pick the New Message Received trigger and choose where run reports should go.
- 5Test with one real supplier or customer message.
Questions about this workflow
Does this workflow create or update a partner?
No. The available BoxHero action retrieves partner information; it does not create or update records.
Can it distinguish suppliers from customers?
Notis can use the message context and available partner information to identify likely matches, and report uncertainty for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Boxhero. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Get Member
Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.
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.
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.
Whatsapp and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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