Bring delivery status into Agencyzoom sales follow-up
Get a scheduled view of delivery jobs before following up with customers. Notis can summarize returned job data, while customer or policy links must be supplied if Detrack does not provide them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Jobs
Why this helps
Sales follow-ups can miss delivery context when staff need to check multiple systems first.
- Review delivery jobs on a routine schedule.
- Prepare a concise status summary from returned job data.
- Surface missing customer or policy context for follow-up.
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, ask Notis to list Detrack jobs and summarize statuses relevant to upcoming Agencyzoom follow-ups; provide customer or policy matching context if needed.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real schedule run and review the returned job details and summary.
Questions about this workflow
Can this workflow automatically match jobs to Agencyzoom customers?
Only if the matching details are present in the returned job data or supplied to Notis. Do not assume Detrack provides Agencyzoom policy or customer identifiers.
Does it update Detrack job statuses?
No. This workflow lists jobs and prepares a summary. Its selected action is List Jobs.
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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