Bring collection activity into an account request
When an account request needs collection context, Notis can retrieve the stored Detrack collections and summarize the relevant jobs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
View All Collections
View all collection jobs scheduled for a specific date.
Why this helps
Collection details can be hard to gather quickly when sales and operations use different systems.
- Retrieve collection jobs from Detrack for a support or account review.
- Summarize relevant collection activity for the request.
- Flag when the request does not identify the needed records.
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 Detrack collections and summarize records relevant to the incoming Agile CRM request, stating any limits in the available request details.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Send one real collection-related request and verify the summarized records.
Questions about this workflow
Does the collection view filter by date?
The listed action views all collection jobs. If the request needs a narrower set, ask Notis to identify relevant records from the returned details or use a search action with suitable criteria.
Does this create a collection?
No. It views existing collection jobs. Creating a collection uses a different Detrack action and requires complete collection details.
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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