Find delivery exceptions that need deal follow-up
Get a targeted exception list for late or otherwise flagged deal-related deliveries, based on criteria you specify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Jobs
Searches jobs using multiple criteria.
Why this helps
When a delivery slips, finding the affected job and deciding who needs an update can consume attention at the wrong moment.
- Uses advanced filters supported by Detrack job search.
- Reports matches against criteria you define.
- Keeps the review focused on exceptions that need attention.
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 which date range and job statuses count as exceptions, and how to match results to supplied Affinity deal context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with known jobs that match and do not match your exception criteria.
Questions about this workflow
Does this assume Detrack exposes delivery history or baselines?
No. It searches current jobs using supported filters. Any historical comparison or baseline must be supplied separately.
Can the workflow send customer updates?
No. The listed action searches and reports jobs; it does not send notifications.
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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