Answer delivery questions with the current Detrack job details
Give Notis the customer enquiry and delivery identifiers. It retrieves the job details your team needs to respond with context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Job by DO and Date
Retrieves a delivery or collection job by its order number and date.
Why this helps
Finding a delivery update can mean switching apps and searching while a customer waits.
- Retrieve job status and tracking details from Detrack.
- Keep the customer enquiry connected to a useful operations lookup.
- Flag enquiries that lack a DO number or date.
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 enquiry's DO number and date to retrieve the Detrack job and summarize relevant details for a reply.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Send one real enquiry with a known DO number and date, then review the lookup.
Questions about this workflow
Will this send a reply to the customer?
No. This workflow retrieves job information and prepares context. The listed Detrack action does not send an Agile CRM reply.
Can it retrieve proof of delivery?
The job lookup returns comprehensive job details, including proof-of-delivery information when available. The result depends on the Detrack record.
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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