Turn policy document pickup requests into collections
Keep document pickup from becoming another manual handoff. Submit the collection details with the webhook and let Notis create the Detrack job.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Collection
Add a pickup job.
Why this helps
A policy service request can be ready to act on while pickup details sit in a separate conversation or queue.
- Create a collection from a service request with supplied job details.
- Keep pickup information together in the automation request.
- Reduce handoffs between policy servicing and delivery scheduling.
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 create a Detrack collection when a policy document pickup request arrives with all required collection details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real pickup request containing complete collection details.
Questions about this workflow
Will Notis find the pickup address in Agencyzoom automatically?
No Agencyzoom trigger or field mapping is specified here. Include the address and other necessary collection details in the webhook request or otherwise make them available to Notis.
Can it create a collection without a date?
Provide the details required for the collection in your Detrack account. If the date or any other required information is missing, supply it before expecting a complete job.
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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