Review delivery jobs for a portfolio company
Keep portfolio support moving by bringing relevant logistics records into the same review as the Affinity relationship.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Jobs
Why this helps
Portfolio support becomes fragmented when a relationship owner has to search delivery records separately.
- Retrieves jobs using supplied criteria.
- Summarizes status for relationship follow-up.
- Makes missing company-to-job links explicit.
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 list relevant Detrack jobs for a portfolio company request and summarize matches using only the supplied company or delivery identifiers.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with a real portfolio support request and known job.
Questions about this workflow
Can it discover which jobs belong to a company automatically?
Only when the job data or supplied search criteria make the relationship clear. Provide a reference when needed.
Does it update Affinity?
No. The target action is to list Detrack jobs and report results.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Detrack.