Prepare delivery records before the quarterly audit
Give your team a useful starting list before the quarterly review by gathering Detrack jobs on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Jobs
Tool to list all jobs with optional filters and pagination. use when you need to retrieve jobs by date, status, country, or other criteria.
Why this helps
Quarterly audits create a rush when delivery records are assembled only after reviewers begin asking for them.
- Create a predictable preparation step before the quarterly audit.
- Gather the job information that reviewers need to inspect.
- Make audit prep easier to delegate using a concise run report.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Detrack once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which jobs the quarterly review needs and how to summarize them.
- 4Pick a recurring schedule ahead of the audit and choose where run reports should go.
- 5Test with one real preparation run and confirm the job list is useful.
Questions about this workflow
Can it gather a quarter of historical deliveries in one action?
The available List Jobs action supports optional filters and pagination, but a quarterly range is not guaranteed. Specify supported date criteria and test with your data.
Will it complete the audit itself?
No. It prepares a job summary for reviewers; audit decisions and any evidence requirements remain part of your review process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Detrack. A trigger fires from one place; an action lands in another.
21risk triggers
Detrack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Collection
Tool to add a new collection in detrack. use after gathering all necessary collection details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete All Collections
Tool to delete all collections in the account. use when you need to purge every collection for a specific date after confirmation.
Delete All Deliveries
Tool to delete all deliveries for a specific date. use when you need to purge deliveries in bulk before scheduling new ones.
Delete Delivery
Tool to delete one or more deliveries by date and d.o. number. use after confirming delivery entries to avoid accidental data loss (max 100 items per call).
Edit Delivery
Tool to edit specific deliveries by date and d.o. number. use after confirming delivery identifiers to update their details (max 100 per call).
List Jobs
Tool to list all jobs with optional filters and pagination. use when you need to retrieve jobs by date, status, country, or other criteria.
Search
Tool to search for deliveries, collections, or vehicles. use after defining search criteria to retrieve matching jobs.
View All Collections
Tool to view all collection jobs in detrack. use when you need to retrieve every collection job currently stored.
Connect any two apps with Notis in the middle.
21risk and Detrack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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