Add Boxhero member context to Zendesk escalations
Route inventory questions with the right team context already attached.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Member
Tool to retrieve a specific team member by ID. Use when you need to get details about a particular member.
Why this helps
Escalations lose time when support cannot verify who a referenced inventory team member is.
- Cleaner escalations
- Faster owner identification
- Less internal searching
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Boxhero in Notis.
- 2Create an automation for member context on escalations.
- 3Tell Notis to identify the referenced member in each new ticket, retrieve the matching Boxhero member record, and summarize the details for routing.
- 4Select the Zendesk New Ticket trigger.
- 5Choose a report channel and test with one escalation ticket.
Questions about this workflow
What if several members have similar names?
Notis can present possible matches and request review rather than selecting blindly.
Does this assign the ticket?
No. It provides member context for the team to route or assign the ticket.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Boxhero. A trigger fires from one place; an action lands in another.
Zendesk 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.
New User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
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.
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.
Zendesk and Boxhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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