Bring delivery context into a customer support case
Let Notis retrieve the Detrack job from the DO number in an incoming case, so support can see current job details before responding.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Job By Query
Retrieves a delivery or collection job by its order number.
Why this helps
Support cases often arrive without the latest delivery context close at hand.
- Look up a job from its DO number.
- Summarize available status and tracking details for case handling.
- Surface cases where a job number is missing or not found.
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 retrieve the Detrack job matching the DO number in the incoming support case and summarize the useful details.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Send one real support case with a known DO number and review the returned context.
Questions about this workflow
Does the job lookup require a date?
This action looks up a job by query using its DO number. If a number could identify multiple records, include additional context and ask Notis to flag ambiguity.
Will this modify the support case?
The listed Detrack action retrieves job information. Use the run report as context for the case; no Agile CRM write action is listed here.
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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