Check delivery proof before renewal outreach
When a renewal conversation depends on a prior delivery, retrieve the job using its DO number and date and review any proof details Detrack provides.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Job by DO and Date
Retrieves a delivery or collection job by its order number and date.
Why this helps
Renewal conversations can be delayed when a past delivery record must be found before staff can answer confidently.
- Retrieve the specific job using date and DO details.
- Review proof information when it is available.
- Prepare for customer outreach with delivery context in hand.
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 retrieve the Detrack job and available proof information using the date and DO number supplied in the renewal request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with a real renewal case that has a known delivery record.
Questions about this workflow
Does this send a renewal message?
No. It retrieves a job and available proof details for preparation. It does not send customer communications.
What if the renewal request has no DO number or date?
The lookup needs those identifiers. Supply them before expecting Notis to retrieve the specific 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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