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Notis

Verify Boxhero partners from Zendesk tickets

Know which supplier or customer a ticket refers to before taking action.

Trigger

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

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 names in tickets can be incomplete or inconsistent, causing avoidable routing and lookup work.

  • More reliable partner identification
  • Fewer routing mistakes
  • Quicker ticket context

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Boxhero in the Notis portal.
  • 2Create an automation for partner verification.
  • 3Tell Notis to extract supplier or customer names from each new ticket, retrieve matching Boxhero partners, and summarize the result.
  • 4Choose the Zendesk New Ticket trigger.
  • 5Select a report channel and test with one partner-related ticket.

Questions about this workflow

Can it distinguish suppliers from customers?

Notis can use the partner type returned by Boxhero when that information is available.

What happens when there is no match?

The report can identify the missing match for manual follow-up.

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.

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 User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

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

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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