Carry confirmed customer changes into the right Detrack delivery
When a customer detail changes, Notis can find the delivery identifiers and update the delivery with the confirmed information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Edit Delivery
Update details of existing delivery jobs.
Why this helps
A corrected customer detail can sit in the CRM while the delivery record stays outdated.
- Use the confirmed delivery date and DO number to identify the right job.
- Reduce duplicate data entry after customer changes.
- Keep a report of edits and missing identifiers.
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 use the incoming CRM update to identify the matching Detrack delivery and edit it only when the delivery date and DO number are clear.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Send one real customer-change example and review the delivery update.
Questions about this workflow
What identifiers does this workflow need?
The available edit action identifies deliveries by date and DO number. Supply those identifiers in the incoming request or instruct Notis to report when either is unavailable.
Can it update any delivery field?
The action supports editing deliveries, but the specific fields available depend on the connected Detrack tool. Have Notis use only the confirmed details and report fields it cannot update.
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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