Find delivery exceptions before paperwork follow-up slips
Let a recurring search surface the jobs that need a document check, so they are easier to act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Jobs
Searches jobs using multiple criteria.
Why this helps
Exceptions can go unnoticed when nobody has time to scan every job list each day.
- Search with supported criteria including date range and status.
- Find matching jobs on a recurring schedule.
- Summarize results for a focused follow-up list.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Detrack once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for delivery exception review.
- 3Describe in one instruction which supported search criteria define exceptions and how Notis should summarize matches.
- 4Choose the Notis cron trigger and set a recurring review schedule.
- 5Choose a report channel, test with one real search, and review the results.
Questions about this workflow
Will this invent a baseline for what counts as an exception?
No. Supply the criteria in your instruction, such as specific statuses or a date range supported by the search.
Does the search modify delivery records?
No. It finds matching jobs and reports them for follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Detrack. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Detrack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Collection
Add a pickup job.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete All Collections
Delete all collection jobs for a specific date.
Bulk Create Depots
Creates multiple depots, each with a name and geocodable address.
Delete All Deliveries
Delete all delivery jobs for a specific date.
Create Depot
Creates a depot as a starting or ending point for delivery routes.
Delete Delivery
Delete one or more delivery jobs.
Edit Delivery
Update details of existing delivery jobs.
Search
Find deliveries, collections, or vehicles matching your search.
Connect any two apps with Notis in the middle.
ActiveMerge and Detrack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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