Prepare account reviews with a delivery jobs digest
Bring delivery activity into account review prep with a scheduled summary of Detrack jobs for the period you choose.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Jobs
Why this helps
Account reviews take longer when delivery activity has to be gathered separately at the last minute.
- Prepare a consistent view of jobs for an account review period.
- Reduce last-minute context gathering.
- Summarize relevant delivery activity for account owners.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Detrack once in the Notis portal.
- 2Create an automation in Notis by naming it and describing the outcome.
- 3In one instruction, ask Notis to list Detrack jobs for the review period and summarize activity relevant to the Agile CRM accounts you name.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Review one real digest and adjust the period or account context in the instruction if needed.
Questions about this workflow
Can Detrack jobs automatically be matched to Agile CRM accounts?
The listed action can list jobs, but the context does not specify a guaranteed account-matching field. Supply the matching context or ask Notis to flag records it cannot confidently associate.
Can I choose the cadence?
Yes. Select the recurring schedule when choosing the notis_cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Detrack. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Detrack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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