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Keep scheduled delivery compliance checks moving

Have Notis search the Detrack records you care about on a schedule and summarize matches for the next compliance review.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Search

Tool to search for deliveries, collections, or vehicles. use after defining search criteria to retrieve matching jobs.

Why this helps

Periodic compliance reviews often stall because someone has to remember to search delivery records and bring the results back to the checklist.

  • Make recurring record checks part of a predictable routine.
  • Search based on criteria stated in the automation prompt.
  • Send a compact summary where the team reviews run reports.

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 what delivery or collection records to find and how to summarize matches for the compliance review.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real search example and confirm the criteria find the intended records.

Questions about this workflow

Does the workflow create or update a 21risk checklist?

No. This workflow searches Detrack and reports results. The action list provided for Detrack does not include a 21risk update action.

What criteria can the search use?

Describe the search criteria in the automation prompt. Use details available in Detrack and provide any audit-specific baseline or context that Detrack does not contain.

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.

TriggerScheduled

Add Collection

Tool to add a new collection in detrack. use after gathering all necessary collection details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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).

ActionInstant

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).

ActionInstant

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.

ActionInstant

Search

Tool to search for deliveries, collections, or vehicles. use after defining search criteria to retrieve matching jobs.

ActionInstant

View All Collections

Tool to view all collection jobs in detrack. use when you need to retrieve every collection job currently stored.

ActionInstant

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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