Keep depot information ready for customer planning
A scheduled depot list helps customer-facing teams work from current location details when planning service conversations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Depots
Lists depot locations and their details.
Why this helps
Teams can rely on old depot addresses when location details are maintained elsewhere.
- Retrieve current depot names and address details.
- Give account teams a recurring reference for planning.
- Reduce manual checks for depot information.
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 list Detrack depots and prepare a concise location reference for your Agile CRM service planning context.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Compare one scheduled reference with the current depot list in Detrack.
Questions about this workflow
Does this change depot information?
No. It lists depot locations and prepares a reference. Depot changes use separate actions and should be based on confirmed updates.
How often should the reference refresh?
Choose the recurring schedule that fits how often depot details change and how often your team needs the reference.
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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