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Notis

Search deliveries for materials tied to a deal

Find the relevant job records when a deal team needs to trace physical materials.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Search

Find deliveries, collections, or vehicles matching your search.

Why this helps

Searching delivery records by memory or incomplete notes adds another interruption to deal work.

  • Searches for jobs using request criteria.
  • Summarizes matching delivery records for deal follow-up.
  • Makes an empty or ambiguous search visible.

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 search Detrack for deal material deliveries using only the criteria supplied in the webhook and summarize matching results.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test using known delivery search criteria.

Questions about this workflow

Can this search determine a deal relationship from Detrack alone?

Only if the supplied search criteria connect the job to the deal. Provide a delivery order number or searchable details when available.

What happens if several jobs match?

Notis can summarize the returned matches and ask for a narrower identifier before an update or deletion.

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.

TriggerScheduled

Add Collection

Add a pickup job.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete All Collections

Delete all collection jobs for a specific date.

ActionInstant

Bulk Create Depots

Creates multiple depots, each with a name and geocodable address.

ActionInstant

Delete All Deliveries

Delete all delivery jobs for a specific date.

ActionInstant

Create Depot

Creates a depot as a starting or ending point for delivery routes.

ActionInstant

Delete Delivery

Delete one or more delivery jobs.

ActionInstant

Edit Delivery

Update details of existing delivery jobs.

ActionInstant

Search

Find deliveries, collections, or vehicles matching your search.

ActionInstant

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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