Spot delivery statuses that need a customer touchpoint
Set a recurring review of Detrack jobs across your chosen dates and ask Notis to surface the statuses that matter to your follow-up routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Jobs
Searches jobs using multiple criteria.
Why this helps
Status changes are easy to miss when customer follow-up depends on checking each delivery manually.
- Search across a date range with status filters.
- Prepare a focused review instead of scanning every job.
- Use your stated follow-up criteria in a recurring routine.
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 over the chosen date range for your specified statuses and summarize jobs that meet your follow-up criteria.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Review the first report against real jobs and refine the status criteria in the instruction.
Questions about this workflow
Which statuses should I monitor?
Choose the statuses that matter to your process and state them in the instruction. The workflow cannot assume your team's follow-up policy.
Does this update Agile CRM?
No. It searches Detrack and prepares a summary. The listed actions do not include an Agile CRM write operation.
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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