Bring fleet context into service planning
A scheduled vehicle snapshot gives your team a current view of the fleet when preparing customer or service plans.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
View All Vehicles
View the vehicles registered in your account and their current status.
Why this helps
Planning conversations can start without an up-to-date view of the available fleet.
- Retrieve the account's vehicle list with optional pagination.
- Prepare consistent fleet context for planning conversations.
- Reduce manual fleet lookups.
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 retrieve the Detrack vehicle list and summarize fleet details relevant to your service planning context.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Review one scheduled snapshot against the current fleet list.
Questions about this workflow
Does the vehicle list show live availability?
The listed action retrieves vehicles, but its description does not promise live availability or assignment status. Do not treat the list as an availability schedule unless Detrack returns that information.
Can the workflow update vehicles?
No vehicle update action is listed for this package. This workflow prepares a read-only fleet snapshot.
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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