Surface delivery records to review before renewal outreach
Give renewal outreach a clearer starting point with a scheduled search of Detrack jobs. Set the search criteria in the automation instruction and provide renewal context where needed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search
Find deliveries, collections, or vehicles matching your search.
Why this helps
Renewal outreach can overlook delivery issues when shipment information lives outside the customer workflow.
- Search for jobs using criteria stated in the automation instruction.
- Review matching delivery records before outreach.
- Keep renewal decisions grounded in available job data.
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, tell Notis which Detrack jobs to search for and how to summarize matches for renewal review; supply renewal context that Detrack does not return.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real search criterion and review the matching jobs.
Questions about this workflow
Does this automatically identify renewal dates?
No. Renewal dates and customer policy context must be available in the data or supplied to Notis. The Detrack search only finds jobs matching the criteria provided.
Can the search use delivery statuses?
Use only criteria supported by the connected Detrack search action. Test the intended criteria with real job data before relying on the results.
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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