Arrange collection of due diligence documents
Move physical diligence paperwork with a clear collection request attached to the deal handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Collection
Add a pickup job.
Why this helps
Paperwork pickups can be missed when diligence tasks live in a deal record but transport is handled elsewhere.
- Turns a complete diligence handoff into a collection job.
- Keeps the deal purpose visible in the run report.
- Identifies missing pickup information before job creation.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Detrack once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a collection for due diligence documents only when the webhook includes complete pickup details and a Detrack-ready job description.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real document pickup request.
Questions about this workflow
Does this read Affinity deal fields automatically?
No Affinity event trigger is specified. Supply the handoff information in the webhook request or the automation prompt.
What if the pickup details are incomplete?
Notis should report what is missing and not create a collection until the required details are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Detrack. A trigger fires from one place; an action lands in another.
Affinity 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.
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When this happens · Trigger
Do this · Action
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