Find related delivery jobs from a CRM contact request
Send the request context to Notis and have it search Detrack for deliveries that match the available clues.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search
Find deliveries, collections, or vehicles matching your search.
Why this helps
A contact record rarely shows the full picture of jobs tied to a delivery question.
- Search deliveries, collections, or vehicles using defined criteria.
- Summarize matches for faster customer support.
- Identify when the available request details are too broad.
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 search Detrack using the delivery clues in the incoming contact request and summarize matching jobs, noting ambiguity.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real request that includes enough detail to identify a known job.
Questions about this workflow
What can the search action find?
The listed action searches for deliveries, collections, or vehicles. The search criteria should come from the incoming request or your instruction.
What if several jobs match?
Ask Notis to list the matching identifiers and request clarification rather than choosing a record without enough evidence.
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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