Prepare delivery proof for customer follow-up
Get the delivery status and proof details together with the relevant ActiveTrail context before deciding whether a customer needs a follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Job by DO and Date
Retrieves a delivery or collection job by its order number and date.
Why this helps
Checking campaign context and delivery proof in separate tools makes follow-ups easy to delay.
- Bring delivery proof into a scheduled review.
- Use ActiveTrail context to identify relevant customers.
- Make follow-up decisions with job status in view.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Detrack once in the Notis portal.
- 2Create an automation and name it.
- 3Tell Notis which ActiveTrail contacts or campaign context to review and how to match them to Detrack DO numbers and dates; ask it to retrieve job details and flag unmatched records.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real contact and matching delivery.
Questions about this workflow
Does this workflow send an email to the customer?
No. It retrieves Detrack job details so you can review the status and proof before choosing a follow-up.
What information is needed to find a job?
A Detrack DO number and date can identify a job. Tell Notis where to find those values in the ActiveTrail context you want it to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Detrack. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Detrack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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