Review Boxhero partner records weekly
Keep partner context ready before support needs it.
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 records become stale in team awareness even when the underlying data is available.
- Better partner awareness
- Faster support routing
- Less repeated lookup work
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Boxhero in Notis.
- 2Create a recurring partner review automation.
- 3Tell Notis to list Boxhero partners and summarize records that need attention for Zendesk support or operations.
- 4Choose a recurring Notis schedule.
- 5Select a report channel and test with one run.
Questions about this workflow
Can the review focus on suppliers only?
Yes. Ask Notis to use the partner type filter when retrieving the list.
Does it modify partner records?
No. This workflow only reads and summarizes partner data.
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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