Find delivery records to review before client updates
Use an advanced Detrack search to identify jobs matching your chosen criteria, then prepare a review summary before sharing an Agencyzoom client update.
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
Client updates are harder to prepare when relevant delivery records are buried across multiple jobs and criteria.
- Search jobs across supported criteria such as date range and status.
- Focus review on records matching the stated need.
- Prepare job context before drafting a client update.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Detrack once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3In one instruction, define the supported search criteria and ask Notis to summarize matching jobs for review before client updates.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test the search with a real date range and criteria, then verify the matches.
Questions about this workflow
Which criteria can advanced search include?
The action supports criteria including date range, DO number, statuses, groups, vehicles, zones and more. Confirm the available fields and use only criteria supported by the connected action.
Will this send the client update?
No. It searches jobs and prepares a summary for review. No message-sending action is included.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Detrack. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Detrack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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