Arrange pickup for investor materials from an Affinity deal
When a deal needs physical materials collected, start the Detrack job from the handoff details already provided.
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
Pickup details can get lost between deal work and delivery operations, leaving time-sensitive materials waiting.
- Creates the collection from a defined deal handoff.
- Keeps the pickup request tied to its Affinity deal context.
- Flags missing collection details instead of guessing.
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 Detrack collection for a deal handoff only when the payload includes the pickup address, date, and required job details.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real handoff that includes complete collection details.
Questions about this workflow
Does Affinity provide a trigger for this workflow?
No Affinity trigger event is listed here. Start it with a Notis webhook and provide the deal handoff details in the request.
Will Notis fill in missing pickup information?
No. The instruction should tell Notis to flag missing information instead of inventing an address, date, or collection details.
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.
Search
Find deliveries, collections, or vehicles matching your search.
Connect any two apps with Notis in the middle.
Affinity and Detrack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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